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Guidant Wealth Advisors’s Truist Financial TFC Stock Holding History

Guidant Wealth Advisors’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
2017
Q4 		– Sell
-697
Closed -$33K – 206
2017
Q3 		$33K Hold
697
– – 0.02% 90
2017
Q2 		$31K Buy
+697
New +$30.3K 0.02% 133

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
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 $59B AUM 32.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidant Wealth Advisors's TFC Position: Q4 2017 in Review

Guidant Wealth Advisors sold out of Truist Financial (TFC) in Q4 2017, closing a stake of 697 shares — an estimated $33K sold.

Guidant Wealth Advisors first reported a position in TFC in Q2 2017 and held it in 2 quarters. The position peaked at $33K in Q3 2017. 983 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

  • Guidant Wealth Advisors reported no remaining Truist Financial position as of Q4 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 697 Truist Financial shares in Q4 2017, an estimated $33K.
  • Guidant Wealth Advisors first reported a position in Truist Financial in Q2 2017 and held it in 2 quarters.
  • Guidant Wealth Advisors's Truist Financial position peaked at $33K in Q3 2017.
  • 983 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on Guidant Wealth Advisors's 13F filing for Q4 2017, filed 18 Jan 2018.