Goodman Financial’s Truist Financial TFC Stock Holding History

Goodman Financial’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 Q1	–	Sell	-14,062	Closed	-$674K	–	53
2020 Q4	$674K	Buy	+14,062	New	+$637K	0.23%	35

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goodman Financial's TFC Position: Q1 2021 in Review

Goodman Financial sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 14,062 shares — an estimated $674K sold.

Goodman Financial first reported a position in TFC in Q4 2020 and held it in 1 quarter. The position peaked at $674K in Q4 2020. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Goodman Financial reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
Goodman Financial sold 14,062 Truist Financial shares in Q1 2021, an estimated $674K.
Goodman Financial first reported a position in Truist Financial in Q4 2020 and held it in 1 quarter.
Goodman Financial's Truist Financial position peaked at $674K in Q4 2020.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Goodman Financial's 13F filing for Q1 2021, filed 28 Apr 2021.