First National Bank of South Miami’s Truist Financial TFC Stock Holding History

First National Bank of South Miami’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 Q4	–	Sell	-67	Closed	-$3K	–	311
2020 Q3	$3K	Sell	67 -101	-60%	-$3.81K	﹤0.01%	259
2020 Q2	$6K	Sell	168 -770	-82%	-$27.7K	0.01%	253
2020 Q1	$29K	Buy	+938	New	+$44.4K	0.04%	183
2019 Q4	–	Sell	-3,026	Closed	-$144K	–	299
2019 Q3	$144K	Buy	3,026 +36	+1%	+$1.78K	0.14%	126
2019 Q2	$154K	Buy	2,990 +1,050	+54%	+$51.4K	0.14%	125
2019 Q1	$91K	Hold	1,940	–	–	0.09%	145
2018 Q4	$95K	Buy	+1,940	New	+$93.1K	0.09%	146

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

First National Bank of South Miami's TFC Position: Q4 2020 in Review

First National Bank of South Miami sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 67 shares — an estimated $3K sold.

First National Bank of South Miami first reported a position in TFC in Q4 2018 and held it in 7 quarters. The position peaked at $154K in Q2 2019. 1,293 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

First National Bank of South Miami reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
First National Bank of South Miami sold 67 Truist Financial shares in Q4 2020, an estimated $3K.
First National Bank of South Miami first reported a position in Truist Financial in Q4 2018 and held it in 7 quarters.
First National Bank of South Miami's Truist Financial position peaked at $154K in Q2 2019.
1,293 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on First National Bank of South Miami's 13F filing for Q4 2020, filed 16 Feb 2021.