Ironsides Asset Advisors’s Truist Financial TFC Stock Holding History

Ironsides Asset Advisors’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	-5,861	Closed	-$330K	–	95
2019 Q4	$330K	Hold	5,861	–	–	0.1%	79
2019 Q3	$313K	Hold	5,861	–	–	0.1%	80
2019 Q2	$288K	Hold	5,861	–	–	0.1%	82
2019 Q1	$273K	Sell	5,861 -500	-8%	-$24.4K	0.09%	82
2018 Q4	$276K	Buy	6,361 +958	+18%	+$46K	0.1%	75
2018 Q3	$262K	Hold	5,403	–	–	0.08%	94
2018 Q2	$273K	Buy	+5,403	New	+$287K	0.09%	92

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ironsides Asset Advisors's TFC Position: Q1 2020 in Review

Ironsides Asset Advisors sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 5,861 shares — an estimated $330K sold.

Ironsides Asset Advisors first reported a position in TFC in Q2 2018 and held it in 7 quarters. The position peaked at $330K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Ironsides Asset Advisors reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Ironsides Asset Advisors sold 5,861 Truist Financial shares in Q1 2020, an estimated $330K.
Ironsides Asset Advisors first reported a position in Truist Financial in Q2 2018 and held it in 7 quarters.
Ironsides Asset Advisors's Truist Financial position peaked at $330K in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Ironsides Asset Advisors's 13F filing for Q1 2020, filed 11 May 2020.