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JBJ Investment Partners’s Truist Financial TFC Stock Holding History

JBJ Investment Partners’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
2019
Q2 		– Sell
-1,097
Closed -$51K – 171
2019
Q1 		$51K Buy
+1,097
New +$53.5K 0.02% 89

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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JBJ Investment Partners's TFC Position: Q2 2019 in Review

JBJ Investment Partners sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 1,097 shares — an estimated $51K sold.

JBJ Investment Partners first reported a position in TFC in Q1 2019 and held it in 1 quarter. The position peaked at $51K in Q1 2019. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

  • JBJ Investment Partners reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
  • JBJ Investment Partners sold 1,097 Truist Financial shares in Q2 2019, an estimated $51K.
  • JBJ Investment Partners first reported a position in Truist Financial in Q1 2019 and held it in 1 quarter.
  • JBJ Investment Partners's Truist Financial position peaked at $51K in Q1 2019.
  • 1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.