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Fiduciary Trust International of Pennsylvania’s Truist Financial TFC Stock Holding History

Fiduciary Trust International of Pennsylvania’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
Q1 		$7.42M Buy
+240,694
New +$11.4M 0.35% 79
2019
Q4 		– Sell
-12,132
Closed -$647K – 370
2019
Q3 		$647K Hold
12,132
– – 0.03% 276
2019
Q2 		$596K Buy
+12,132
New +$594K 0.02% 283

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's TFC Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in Truist Financial (TFC) in Q1 2020: 240,694 shares worth $7.42M. The stake represents 0.35% of the portfolio and ranks #79 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in TFC as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in TFC in Q2 2019 and has held it in 3 quarters since. 1,152 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 240,694 shares of Truist Financial worth $7.42M as of Q1 2020.
  • Truist Financial was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • Truist Financial made up 0.35% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #79 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in Truist Financial in Q2 2019 and has held it in 3 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.