FIM
TFC icon

Frontier Investment Management’s Truist Financial TFC Stock Holding History

Frontier Investment 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
-6,909
Closed -$389K – 298
2019
Q4 		$389K Buy
6,909
+2,091
+43% +$113K 0.02% 214
2019
Q3 		$257K Buy
+4,818
New +$239K 0.02% 236
2019
Q1 		– Sell
-4,640
Closed -$201K – 278
2018
Q4 		$201K Buy
+4,640
New +$223K 0.01% 227

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Frontier Investment Management's TFC Position: Q1 2020 in Review

Frontier Investment Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 6,909 shares — an estimated $389K sold.

Frontier Investment Management first reported a position in TFC in Q4 2018 and held it in 3 quarters. The position peaked at $389K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Frontier Investment Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Frontier Investment Management sold 6,909 Truist Financial shares in Q1 2020, an estimated $389K.
  • Frontier Investment Management first reported a position in Truist Financial in Q4 2018 and held it in 3 quarters.
  • Frontier Investment Management's Truist Financial position peaked at $389K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Frontier Investment Management's 13F filing for Q1 2020, filed 5 May 2020.