JAM
TFC icon

Jolley Asset Management’s Truist Financial TFC Stock Holding History

Jolley Asset 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
-3,775
Closed -$213K – 84
2019
Q4 		$213K Sell
3,775
-850
-18% -$46K 0.12% 73
2019
Q3 		$247K Buy
+4,625
New +$229K 0.16% 59
2018
Q3 		– Sell
-3,775
Closed -$190K – 146
2018
Q2 		$190K Sell
3,775
-50
-1% -$2.66K 0.13% 70
2018
Q1 		$199K Buy
3,825
+50
+1% +$2.69K 0.12% 68
2017
Q4 		$188K Hold
3,775
– – 0.12% 69
2017
Q3 		$177K Hold
3,775
– – 0.12% 69
2017
Q2 		$171K Buy
3,775
+1,275
+51% +$55.4K 0.12% 69
2017
Q1 		$112K Buy
2,500
+25
+1% +$1.17K 0.08% 73
2016
Q4 		$116K Buy
2,475
+500
+25% +$21.3K 0.08% 72
2016
Q3 		$74K Buy
1,975
+300
+18% +$11.2K 0.06% 84
2016
Q2 		$60K Buy
1,675
+625
+60% +$21.8K 0.05% 97
2016
Q1 		$35K Buy
1,050
+750
+250% +$24.9K 0.03% 104
2015
Q4 		$11K Sell
300
-45
-13% -$1.69K 0.01% 97
2015
Q3 		$12K Hold
345
– – 0.01% 91
2015
Q2 		$14K Hold
345
– – 0.01% 95
2015
Q1 		$13K Hold
345
– – 0.01% 95
2014
Q4 		$13K Hold
345
– – 0.01% 100
2014
Q3 		$13K Hold
345
– – 0.01% 100
2014
Q2 		$14K Hold
345
– – 0.01% 108
2014
Q1 		$14K Hold
345
– – 0.01% 102
2013
Q4 		$13K Hold
345
– – 0.01% 101
2013
Q3 		$12K Hold
345
– – 0.01% 103
2013
Q2 		$12K Buy
+345
New +$11K 0.01% 103

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

Jolley Asset Management's TFC Position: Q1 2020 in Review

Jolley Asset Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 3,775 shares — an estimated $213K sold.

Jolley Asset Management first reported a position in TFC in Q2 2013 and held it in 23 quarters. The position peaked at $247K in Q3 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Jolley Asset Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Jolley Asset Management sold 3,775 Truist Financial shares in Q1 2020, an estimated $213K.
  • Jolley Asset Management first reported a position in Truist Financial in Q2 2013 and held it in 23 quarters.
  • Jolley Asset Management's Truist Financial position peaked at $247K in Q3 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Jolley Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.