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Ipswich Investment Management’s Truist Financial TFC Stock Holding History

Ipswich Investment 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
-3,860
Closed -$217K – 180
2019
Q4 		$217K Sell
3,860
-200
-5% -$10.8K 0.06% 173
2019
Q3 		$217K Buy
+4,060
New +$201K 0.07% 167
2019
Q2 		– Sell
-6,835
Closed -$318K – 182
2019
Q1 		$318K Sell
6,835
-34,455
-83% -$1.68M 0.1% 143
2018
Q4 		$1.79M Sell
41,290
-350
-0.8% -$16.8K 0.66% 47
2018
Q3 		$2.02M Sell
41,640
-141
-0.3% -$7.24K 0.68% 50
2018
Q2 		$2.11M Sell
41,781
-2,485
-6% -$132K 0.97% 42
2018
Q1 		$2.3M Buy
44,266
+506
+1% +$27.3K 0.97% 35
2017
Q4 		$2.18M Sell
43,760
-2,125
-5% -$103K 0.92% 37
2017
Q3 		$2.15M Buy
45,885
+1,990
+5% +$91.5K 0.97% 36
2017
Q2 		$1.99M Sell
43,895
-4,795
-10% -$208K 0.93% 36
2017
Q1 		$2.18M Sell
48,690
-225
-0.5% -$10.5K 0.95% 40
2016
Q4 		$2.3M Buy
48,915
+6,090
+14% +$259K 1.04% 36
2016
Q3 		$1.61M Buy
42,825
+21,090
+97% +$786K 0.79% 44
2016
Q2 		$774K Buy
21,735
+20,835
+2,315% +$728K 0.38% 65
2016
Q1 		$30K Buy
+900
New +$29.9K 0.01% 269

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
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

Ipswich Investment Management's TFC Position: Q1 2020 in Review

Ipswich Investment Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 3,860 shares — an estimated $217K sold.

Ipswich Investment Management first reported a position in TFC in Q1 2016 and held it in 15 quarters. The position peaked at $2.3M in Q1 2018. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Ipswich Investment Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Ipswich Investment Management sold 3,860 Truist Financial shares in Q1 2020, an estimated $217K.
  • Ipswich Investment Management first reported a position in Truist Financial in Q1 2016 and held it in 15 quarters.
  • Ipswich Investment Management's Truist Financial position peaked at $2.3M in Q1 2018.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Ipswich Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.