Jackson Grant Investment Advisers’s Truist Financial TFC Stock Holding History

Jackson Grant Investment Advisers’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	-432	Closed	-$24K	–	224
2019 Q4	$24K	Buy	432 +3	+0.7%	+$162	0.01%	182
2019 Q3	$23K	Buy	429 +4	+0.9%	+$198	0.01%	185
2019 Q2	$21K	Buy	425 +4	+1%	+$196	0.01%	186
2019 Q1	$20K	Buy	421 +3	+0.7%	+$146	0.01%	183
2018 Q4	$18K	Buy	418 +3	+0.7%	+$144	0.01%	183
2018 Q3	$20K	Buy	415 +4	+1%	+$205	0.01%	184
2018 Q2	$21K	Buy	411 +3	+0.7%	+$159	0.01%	187
2018 Q1	$21K	Buy	408 +2	+0.5%	+$108	0.01%	183
2017 Q4	$20K	Buy	406 +3	+0.7%	+$145	0.01%	185
2017 Q3	$19K	Buy	403 +3	+0.8%	+$138	0.01%	186
2017 Q2	$18K	Hold	400	–	–	0.01%	163
2017 Q1	$18K	Buy	+400	New	+$18.7K	0.01%	156

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

Jackson Grant Investment Advisers's TFC Position: Q1 2020 in Review

Jackson Grant Investment Advisers sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 432 shares — an estimated $24K sold.

Jackson Grant Investment Advisers first reported a position in TFC in Q1 2017 and held it in 12 quarters. The position peaked at $24K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Jackson Grant Investment Advisers reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Jackson Grant Investment Advisers sold 432 Truist Financial shares in Q1 2020, an estimated $24K.
Jackson Grant Investment Advisers first reported a position in Truist Financial in Q1 2017 and held it in 12 quarters.
Jackson Grant Investment Advisers's Truist Financial position peaked at $24K in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2020, filed 12 May 2020.