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Harvest Group Wealth Management’s Truist Financial TFC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-18
Closed -$1K – 640
2020
Q4 		$1K Hold
18
– – ﹤0.01% 559
2020
Q3 		$1K Hold
18
– – ﹤0.01% 517
2020
Q2 		$0 Hold
18
– – ﹤0.01% 830
2020
Q1 		$0 Sell
18
-106
-85% -$5.01K ﹤0.01% 977
2019
Q4 		$6K Buy
+124
New +$6.71K 0.01% 336

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harvest Group Wealth Management's TFC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TFC in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 18 Truist Financial shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Truist Financial position peaked at $6K in Q4 2019.
  • 1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.