First Allied Advisory Services’s Truist Financial TFC Stock Holding History

First Allied Advisory Services’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	$480K	Buy	12,628 +351	+3%	+$13.2K	0.02%	719
2020 Q2	$461K	Sell	12,277 -1,352	-10%	-$48.7K	0.02%	677
2020 Q1	$420K	Sell	13,629 -6,830	-33%	-$323K	0.02%	654
2019 Q4	$1.14M	Buy	20,459 +6,968	+52%	+$377K	0.04%	436
2019 Q3	$721K	Buy	13,491 +896	+7%	+$44.4K	0.03%	561
2019 Q2	$619K	Buy	12,595 +524	+4%	+$25.7K	0.02%	613
2019 Q1	$562K	Sell	12,071 -289	-2%	-$14.1K	0.02%	636
2018 Q4	$533K	Sell	12,360 -393	-3%	-$18.9K	0.02%	595
2018 Q3	$616K	Sell	12,753 -730	-5%	-$37.5K	0.02%	635
2018 Q2	$682K	Sell	13,483 -2,261	-14%	-$120K	0.03%	566
2018 Q1	$823K	Buy	15,744 +1,212	+8%	+$65.3K	0.03%	511
2017 Q4	$723K	Sell	14,532 -387	-3%	-$18.7K	0.03%	534
2017 Q3	$697K	Buy	14,919 +3,312	+29%	+$152K	0.03%	514
2017 Q2	$525K	Sell	11,607 -227	-2%	-$9.86K	0.02%	599
2017 Q1	$524K	Buy	11,834 +311	+3%	+$14.5K	0.03%	570
2016 Q4	$542K	Sell	11,523 -6	-0.1%	-$255	0.03%	565
2016 Q3	$435K	Sell	11,529 -2,834	-20%	-$106K	0.02%	616
2016 Q2	$511K	Sell	14,363 -17,917	-56%	-$626K	0.03%	546
2016 Q1	$1.07M	Sell	32,280 -57,665	-64%	-$1.92M	0.06%	324
2015 Q4	$3.45M	Buy	89,945 +59,314	+194%	+$2.23M	0.18%	135
2015 Q3	$1.1M	Buy	30,631 +15,617	+104%	+$603K	0.06%	330
2015 Q2	$607K	Buy	15,014 +3,903	+35%	+$154K	0.03%	555
2015 Q1	$434K	Buy	11,111 +838	+8%	+$31.6K	0.03%	622
2014 Q4	$401K	Buy	10,273 +1,780	+21%	+$67K	0.03%	608
2014 Q3	$321K	Buy	+8,493	New	+$321K	0.03%	700
2014 Q2	–	Sell	-9,171	Closed	-$369K	–	1067
2014 Q1	$369K	Buy	9,171 +385	+4%	+$14.7K	0.03%	630
2013 Q4	$330K	Sell	8,786 -36,613	-81%	-$1.27M	0.03%	637
2013 Q3	$1.57M	Sell	45,399 -900	-2%	-$31.4K	0.09%	226
2013 Q2	$1.57M	Buy	+46,299	New	+$1.48M	0.13%	197

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

First Allied Advisory Services's TFC Position: Q3 2020 in Review

First Allied Advisory Services increased its Truist Financial (TFC) stake by 2.9% in Q3 2020, buying an estimated $13.2K and bringing the position to 12,628 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #719.

First Allied Advisory Services first reported a position in TFC in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.45M in Q4 2015. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

First Allied Advisory Services held 12,628 shares of Truist Financial worth $480K as of Q3 2020.
First Allied Advisory Services bought 351 Truist Financial shares in Q3 2020, an estimated $13.2K.
Truist Financial made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #719 holding.
First Allied Advisory Services first reported a position in Truist Financial in Q2 2013 and has held it in 29 quarters since.
First Allied Advisory Services's Truist Financial position peaked at $3.45M in Q4 2015.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.