Endurance Wealth Management’s Truist Financial TFC Stock Holding History

Endurance Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-210	Closed	-$12K	–	651
2021 Q1	$12K	Hold	210	–	–	﹤0.01%	515
2020 Q4	$10K	Sell	210 -90	-30%	-$4.08K	﹤0.01%	498
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	461
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	458
2020 Q1	$9K	Buy	300 +210	+233%	+$9.93K	﹤0.01%	436
2019 Q4	$5K	Buy	+90	New	+$4.87K	﹤0.01%	462
2017 Q2	–	Sell	-400	Closed	-$18K	–	521
2017 Q1	$18K	Buy	+400	New	+$18.7K	﹤0.01%	364

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Endurance Wealth Management's TFC Position: Q2 2021 in Review

Endurance Wealth Management sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 210 shares — an estimated $12K sold.

Endurance Wealth Management first reported a position in TFC in Q1 2017 and held it in 7 quarters. The position peaked at $18K in Q1 2017. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Endurance Wealth Management reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
Endurance Wealth Management sold 210 Truist Financial shares in Q2 2021, an estimated $12K.
Endurance Wealth Management first reported a position in Truist Financial in Q1 2017 and held it in 7 quarters.
Endurance Wealth Management's Truist Financial position peaked at $18K in Q1 2017.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Endurance Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.