FCG Advisors’s Truist Financial TFC Stock Holding History

FCG Advisors’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 Q3	$277K	Sell	7,289 -224	-3%	-$8.44K	0.07%	148
2020 Q2	$282K	Buy	7,513 +107	+1%	+$3.85K	0.07%	122
2020 Q1	$228K	Sell	7,406 -738	-9%	-$34.9K	0.07%	134
2019 Q4	$459K	Buy	8,144 +46	+0.6%	+$2.49K	0.13%	90
2019 Q3	$432K	Buy	8,098 +344	+4%	+$17K	0.13%	87
2019 Q2	$381K	Sell	7,754 -150	-2%	-$7.35K	0.12%	91
2019 Q1	$368K	Buy	7,904 +71	+0.9%	+$3.46K	0.12%	92
2018 Q4	$339K	Sell	7,833 -63	-0.8%	-$3.02K	0.13%	92
2018 Q3	$383K	Buy	7,896 +518	+7%	+$26.6K	0.13%	89
2018 Q2	$372K	Buy	7,378 +230	+3%	+$12.2K	0.13%	87
2018 Q1	$372K	Hold	7,148	–	–	0.13%	87
2017 Q4	$355K	Hold	7,148	–	–	0.13%	83
2017 Q3	$336K	Sell	7,148 -1,630	-19%	-$74.9K	0.12%	85
2017 Q2	$399K	Hold	8,778	–	–	0.13%	92
2017 Q1	$392K	Hold	8,778	–	–	0.16%	71
2016 Q4	$413K	Hold	8,778	–	–	0.19%	64
2016 Q3	$331K	Buy	8,778 +180	+2%	+$6.71K	0.1%	86
2016 Q2	$306K	Buy	+8,598	New	+$300K	0.1%	94

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

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

FCG Advisors's TFC Position: Q3 2020 in Review

FCG Advisors reduced its Truist Financial (TFC) stake by 3% in Q3 2020, selling an estimated $8.44K and leaving 7,289 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #148.

FCG Advisors first reported a position in TFC in Q2 2016 and has held it in 18 quarters since. The position peaked at $459K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

FCG Advisors held 7,289 shares of Truist Financial worth $277K as of Q3 2020.
FCG Advisors sold 224 Truist Financial shares in Q3 2020, an estimated $8.44K.
Truist Financial made up 0.07% of FCG Advisors's portfolio in Q3 2020, its #148 holding.
FCG Advisors first reported a position in Truist Financial in Q2 2016 and has held it in 18 quarters since.
FCG Advisors's Truist Financial position peaked at $459K in Q4 2019.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.