Inlet Private Wealth’s Truist Financial TFC Stock Holding History

Inlet Private Wealth’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 Q3	–	Sell	-20,000	Closed	-$751K	–	131
2020 Q2	$751K	Hold	20,000	–	–	0.3%	74
2020 Q1	$617K	Hold	20,000	–	–	0.29%	76
2019 Q4	$1.13M	Hold	20,000	–	–	0.37%	67
2019 Q3	$1.07M	Sell	20,000 -532	-3%	-$26.4K	0.4%	68
2019 Q2	$1.04M	Hold	20,532	–	–	0.37%	74
2019 Q1	$955K	Buy	20,532 +8,000	+64%	+$390K	0.38%	72
2018 Q4	$543K	Buy	+12,532	New	+$602K	0.29%	72

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Inlet Private Wealth's TFC Position: Q3 2020 in Review

Inlet Private Wealth sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 20,000 shares — an estimated $751K sold.

Inlet Private Wealth first reported a position in TFC in Q4 2018 and held it in 7 quarters. The position peaked at $1.13M in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

Inlet Private Wealth reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
Inlet Private Wealth sold 20,000 Truist Financial shares in Q3 2020, an estimated $751K.
Inlet Private Wealth first reported a position in Truist Financial in Q4 2018 and held it in 7 quarters.
Inlet Private Wealth's Truist Financial position peaked at $1.13M in Q4 2019.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Inlet Private Wealth's 13F filing for Q3 2020, filed 16 Oct 2020.