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Executive Wealth Management’s Truist Financial TFC Stock Holding History

Executive 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
2019
Q3 		– Sell
-1,210
Closed -$59K – 718
2019
Q2 		$59K Buy
1,210
+10
+0.8% +$490 0.01% 273
2019
Q1 		$56K Sell
1,200
-27
-2% -$1.32K 0.01% 252
2018
Q4 		$53K Buy
+1,227
New +$58.9K 0.01% 268

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's TFC Position: Q3 2019 in Review

Executive Wealth Management sold out of Truist Financial (TFC) in Q3 2019, closing a stake of 1,210 shares — an estimated $59K sold.

Executive Wealth Management first reported a position in TFC in Q4 2018 and held it in 3 quarters. The position peaked at $59K in Q2 2019. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

  • Executive Wealth Management reported no remaining Truist Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,210 Truist Financial shares in Q3 2019, an estimated $59K.
  • Executive Wealth Management first reported a position in Truist Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Truist Financial position peaked at $59K in Q2 2019.
  • 1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.