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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Truist Financial TFC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-150
Closed -$8K – 342
2018
Q2 		$8K Hold
150
– – ﹤0.01% 334
2018
Q1 		$8K Hold
150
– – ﹤0.01% 339
2017
Q4 		$9K Buy
+150
New +$7.24K 0.02% 188
2017
Q2 		– Sell
-150
Closed -$7K – 421
2017
Q1 		$7K Buy
+150
New +$7.01K ﹤0.01% 331

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's TFC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Truist Financial (TFC) in Q3 2018, closing a stake of 150 shares — an estimated $8K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in TFC in Q1 2017 and held it in 4 quarters. The position peaked at $9K in Q4 2017. 1,026 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Truist Financial position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 150 Truist Financial shares in Q3 2018, an estimated $8K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Truist Financial in Q1 2017 and held it in 4 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Truist Financial position peaked at $9K in Q4 2017.
  • 1,026 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.