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Independent Solutions Wealth Management’s Truist Financial TFC Stock Holding History

Independent Solutions 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
2020
Q1 		– Sell
-10,421
Closed -$587K – 153
2019
Q4 		$587K Buy
+10,421
New +$564K 0.26% 79

Other funds holding TFC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Solutions Wealth Management's TFC Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 10,421 shares — an estimated $587K sold.

Independent Solutions Wealth Management first reported a position in TFC in Q4 2019 and held it in 1 quarter. The position peaked at $587K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,421 Truist Financial shares in Q1 2020, an estimated $587K.
  • Independent Solutions Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Truist Financial position peaked at $587K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.