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Financial Architects (New Jersey)’s Truist Financial TFC Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-683
Closed -$26K – 718
2020
Q2 		$26K Sell
683
-24
-3% -$864 0.01% 508
2020
Q1 		$22K Sell
707
-475
-40% -$22.5K 0.01% 497
2019
Q4 		$67K Buy
1,182
+449
+61% +$24.3K 0.01% 384
2019
Q3 		$39K Buy
733
+50
+7% +$2.48K 0.01% 481
2019
Q2 		$34K Sell
683
-11,382
-94% -$558K 0.01% 593
2019
Q1 		$561K Sell
12,065
-23
-0.2% -$1.12K 0.1% 149
2018
Q4 		$523K Hold
12,088
– – 0.1% 142
2018
Q3 		$587K Sell
12,088
-490
-4% -$25.1K 0.1% 161
2018
Q2 		$635K Buy
12,578
+426
+4% +$22.6K 0.11% 137
2018
Q1 		$632K Hold
12,152
– – 0.12% 131
2017
Q4 		$604K Hold
12,152
– – 0.1% 140
2017
Q3 		$571K Sell
12,152
-106
-0.9% -$4.87K 0.1% 142
2017
Q2 		$557K Hold
12,258
– – 0.1% 142
2017
Q1 		$548K Hold
12,258
– – 0.1% 145
2016
Q4 		$576K Sell
12,258
-31
-0.3% -$1.32K 0.14% 127
2016
Q3 		$464K Hold
12,289
– – 0.12% 142
2016
Q2 		$438K Buy
12,289
+10,810
+731% +$378K 0.12% 142
2016
Q1 		$49K Buy
+1,479
New +$49.1K 0.02% 404
2015
Q3 		– Sell
-2,457
Closed -$76K – 837
2015
Q2 		$76K Buy
2,457
+206
+9% +$8.15K 0.03% 358
2015
Q1 		$68K Buy
2,251
+1,350
+150% +$50.9K 0.03% 354
2014
Q4 		$35K Buy
901
+82
+10% +$3.09K 0.02% 408
2014
Q3 		$29K Buy
819
+119
+17% +$4.49K 0.01% 400
2014
Q2 		$28K Buy
+700
New +$26.8K 0.01% 425
2013
Q4 		– Sell
-700
Closed -$24K – 525
2013
Q3 		$24K Hold
700
– – 0.02% 356
2013
Q2 		$24K Buy
+700
New +$22.3K 0.02% 326

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Architects (New Jersey)'s TFC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 683 shares — an estimated $26K sold.

Financial Architects (New Jersey) first reported a position in TFC in Q2 2013 and held it in 25 quarters. The position peaked at $635K in Q2 2018. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 683 Truist Financial shares in Q3 2020, an estimated $26K.
  • Financial Architects (New Jersey) first reported a position in Truist Financial in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Truist Financial position peaked at $635K in Q2 2018.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.