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Garrett Wealth Advisory Group’s Truist Financial TFC Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-76
Closed -$4.06K – 577
2019
Q3 		$4.06K Buy
+76
New +$3.77K ﹤0.01% 405

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's TFC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 76 shares — an estimated $4.06K sold.

Garrett Wealth Advisory Group first reported a position in TFC in Q3 2019 and held it in 1 quarter. The position peaked at $4.06K in Q3 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 76 Truist Financial shares in Q4 2019, an estimated $4.06K.
  • Garrett Wealth Advisory Group first reported a position in Truist Financial in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Truist Financial position peaked at $4.06K in Q3 2019.
  • 1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.