FormulaFolio Investments’s Truist Financial TFC Stock Holding History

FormulaFolio Investments’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
2021 Q2	$17K	Buy	+307	New	+$18K	0.01%	203
2021 Q1	–	Sell	-13,320	Closed	-$730K	–	218
2020 Q4	$638K	Buy	13,320 +7,506	+129%	+$340K	0.01%	403
2020 Q3	$221K	Buy	+5,814	New	+$219K	0.01%	292
2020 Q1	–	Sell	-5,634	Closed	-$317K	–	366
2019 Q4	$317K	Buy	+5,634	New	+$305K	0.01%	299
2019 Q1	–	Sell	-15,557	Closed	-$755K	–	391
2018 Q4	$755K	Hold	15,557	–	–	0.03%	170
2018 Q3	$755K	Buy	15,557 +11,036	+244%	+$566K	0.03%	170
2018 Q2	$228K	Buy	4,521 +144	+3%	+$7.65K	0.01%	279
2018 Q1	$228K	Buy	+4,377	New	+$236K	0.01%	248

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FormulaFolio Investments's TFC Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Truist Financial (TFC) in Q2 2021: 307 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in TFC as recently as Q4 2020.

FormulaFolio Investments first reported a position in TFC in Q1 2018 and has held it in 8 quarters since. The position peaked at $755K in Q4 2018. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

FormulaFolio Investments held 307 shares of Truist Financial worth $17K as of Q2 2021.
Truist Financial was a new FormulaFolio Investments position in Q2 2021.
Truist Financial made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #203 holding.
FormulaFolio Investments first reported a position in Truist Financial in Q1 2018 and has held it in 8 quarters since.
FormulaFolio Investments's Truist Financial position peaked at $755K in Q4 2018.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.