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IQ EQ Fund Management’s Truist Financial TFC Stock Holding History

IQ EQ Fund 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
Q2 		– Sell
-69,469
Closed -$2.14M – 195
2020
Q1 		$2.14M Sell
69,469
-1,476
-2% -$69.8K 0.88% 35
2019
Q4 		$4M Sell
70,945
-1,178
-2% -$63.8K 1.27% 22
2019
Q3 		$3.85M Sell
72,123
-1,351
-2% -$67K 1.25% 23
2019
Q2 		$3.61M Buy
+73,474
New +$3.6M 1.17% 24
2018
Q4 		$3.64M Sell
83,998
-25,348
-23% -$1.22M 1.33% 23
2018
Q3 		$5.52M Sell
109,346
-43,302
-28% -$2.22M 1.51% 19
2018
Q2 		$7.7M Buy
+152,648
New +$8.11M 2.06% 15
2017
Q1 		$11.6M Sell
228,767
-4,654
-2% -$217K 2.17% 19
2016
Q4 		$12.6M Sell
233,421
-12,637
-5% -$538K 2.28% 19
2016
Q3 		$9.98M Buy
246,058
+8,975
+4% +$334K 1.85% 20
2016
Q2 		$9.18M Sell
237,083
-9,695
-4% -$339K 1.73% 21
2016
Q1 		$8.73M Buy
+246,778
New +$8.2M 1.6% 23
2015
Q4 		– Sell
-342,782
Closed -$13.2M – 98
2015
Q3 		$13.2M Sell
342,782
-5,388
-2% -$208K 2.14% 19
2015
Q2 		$15.3M Buy
348,170
+24,769
+8% +$980K 2.2% 21
2015
Q1 		$14.2M Buy
+323,401
New +$12.2M 1.9% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IQ EQ Fund Management's TFC Position: Q2 2020 in Review

IQ EQ Fund Management sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 69,469 shares — an estimated $2.14M sold.

IQ EQ Fund Management first reported a position in TFC in Q1 2015 and held it in 15 quarters. The position peaked at $15.3M in Q2 2015. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • IQ EQ Fund Management reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • IQ EQ Fund Management sold 69,469 Truist Financial shares in Q2 2020, an estimated $2.14M.
  • IQ EQ Fund Management first reported a position in Truist Financial in Q1 2015 and held it in 15 quarters.
  • IQ EQ Fund Management's Truist Financial position peaked at $15.3M in Q2 2015.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on IQ EQ Fund Management's 13F filing for Q2 2020, filed 22 Jul 2020.