Gupta Wealth Management’s Truist Financial TFC Stock Holding History

Gupta Wealth 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
2016 Q1	$13K	Sell	399 -26	-6%	-$864	﹤0.01%	815
2015 Q4	$16K	Buy	425 +99	+30%	+$3.72K	﹤0.01%	743
2015 Q3	$12K	Sell	326 -200	-38%	-$7.72K	﹤0.01%	870
2015 Q2	$21K	Buy	526 +275	+110%	+$10.9K	0.01%	726
2015 Q1	$10K	Buy	+251	New	+$9.46K	﹤0.01%	762

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's TFC Position: Q1 2016 in Review

Gupta Wealth Management reduced its Truist Financial (TFC) stake by 6.1% in Q1 2016, selling an estimated $864 and leaving 399 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Gupta Wealth Management first reported a position in TFC in Q1 2015 and has held it in 5 quarters since. The position peaked at $21K in Q2 2015. 760 funds tracked by Wall St. Rank hold TFC as of Q1 2016.

Gupta Wealth Management held 399 shares of Truist Financial worth $13K as of Q1 2016.
Gupta Wealth Management sold 26 Truist Financial shares in Q1 2016, an estimated $864.
Truist Financial made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #815 holding.
Gupta Wealth Management first reported a position in Truist Financial in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Truist Financial position peaked at $21K in Q2 2015.
760 funds tracked by Wall St. Rank held Truist Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.