First Western Capital Management’s Truist Financial TFC Stock Holding History

First Western Capital Management’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	–	Sell	-4,678	Closed	-$263K	–	22
2019 Q4	$263K	Hold	4,678	–	–	4.17%	12
2019 Q3	$250K	Sell	4,678 -1,085	-19%	-$53.8K	3.9%	11
2019 Q2	$283K	Sell	5,763 -70	-1%	-$3.43K	3.76%	16
2019 Q1	$271K	Sell	5,833 -1,866	-24%	-$91K	3.85%	15
2018 Q4	$334K	Sell	7,699 -4,288	-36%	-$206K	3.03%	16
2018 Q3	$582K	Sell	11,987 -801	-6%	-$41.1K	2.62%	18
2018 Q2	$645K	Buy	12,788 +2,110	+20%	+$112K	2.92%	12
2018 Q1	$556K	Sell	10,678 -2,332	-18%	-$126K	2.64%	10
2017 Q4	$647K	Hold	13,010	–	–	0.37%	50
2017 Q3	$611K	Hold	13,010	–	–	0.37%	50
2017 Q2	$591K	Sell	13,010 -1,908	-13%	-$82.8K	0.36%	58
2017 Q1	$667K	Buy	14,918 +3,724	+33%	+$174K	0.4%	64
2016 Q4	$526K	Buy	+11,194	New	+$476K	0.29%	80

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

First Western Capital Management's TFC Position: Q1 2020 in Review

First Western Capital Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 4,678 shares — an estimated $263K sold.

First Western Capital Management first reported a position in TFC in Q4 2016 and held it in 13 quarters. The position peaked at $667K in Q1 2017. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

First Western Capital Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
First Western Capital Management sold 4,678 Truist Financial shares in Q1 2020, an estimated $263K.
First Western Capital Management first reported a position in Truist Financial in Q4 2016 and held it in 13 quarters.
First Western Capital Management's Truist Financial position peaked at $667K in Q1 2017.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on First Western Capital Management's 13F filing for Q1 2020, filed 14 May 2020.