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Joseph R. Weiss LLC’s Truist Financial TFC Stock Holding History

Joseph R. Weiss LLC’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
Q1 		$2.33M Buy
+50,000
New +$2.44M 3.56% 6
2018
Q2 		– Sell
-20,000
Closed -$1.04M – 21
2018
Q1 		$1.04M Buy
+20,000
New +$1.08M 0.79% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joseph R. Weiss LLC's TFC Position: Q1 2019 in Review

Joseph R. Weiss LLC opened a new position in Truist Financial (TFC) in Q1 2019: 50,000 shares worth $2.33M. The stake represents 3.56% of the portfolio and ranks #6 among its holdings. This is a return to the name: Joseph R. Weiss LLC previously reported a position in TFC as recently as Q1 2018.

Joseph R. Weiss LLC first reported a position in TFC in Q1 2018 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • Joseph R. Weiss LLC held 50,000 shares of Truist Financial worth $2.33M as of Q1 2019.
  • Truist Financial was a new Joseph R. Weiss LLC position in Q1 2019.
  • Truist Financial made up 3.56% of Joseph R. Weiss LLC's portfolio in Q1 2019, its #6 holding.
  • Joseph R. Weiss LLC first reported a position in Truist Financial in Q1 2018 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on Joseph R. Weiss LLC's 13F filing for Q1 2019, filed 9 May 2019.