Essex Investment Management’s Truist Financial TFC Stock Holding History

Essex Investment 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
2020 Q2	–	Sell	-41,440	Closed	-$1.28M	–	445
2020 Q1	$1.28M	Hold	41,440	–	–	0.26%	126
2019 Q4	$2.33M	Buy	+41,440	New	+$2.24M	0.29%	109
2018 Q3	–	Sell	-23,975	Closed	-$1.21M	–	432
2018 Q2	$1.21M	Hold	23,975	–	–	0.15%	198
2018 Q1	$1.25M	Hold	23,975	–	–	0.16%	179
2017 Q4	$1.19M	Hold	23,975	–	–	0.16%	199
2017 Q3	$1.13M	Sell	23,975 -1,302	-5%	-$59.9K	0.15%	199
2017 Q2	$1.15M	Hold	25,277	–	–	0.16%	184
2017 Q1	$1.13M	Buy	+25,277	New	+$1.18M	0.18%	166

Other funds holding TFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Essex Investment Management's TFC Position: Q2 2020 in Review

Essex Investment Management sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 41,440 shares — an estimated $1.28M sold.

Essex Investment Management first reported a position in TFC in Q1 2017 and held it in 8 quarters. The position peaked at $2.33M in Q4 2019. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Essex Investment Management reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Essex Investment Management sold 41,440 Truist Financial shares in Q2 2020, an estimated $1.28M.
Essex Investment Management first reported a position in Truist Financial in Q1 2017 and held it in 8 quarters.
Essex Investment Management's Truist Financial position peaked at $2.33M in Q4 2019.
1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.