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JOYN Advisors’s Truist Financial TFC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-728
Closed -$32K – 1261
2018
Q4 		$32K Sell
728
-5,556
-88% -$267K 0.01% 495
2018
Q3 		$305K Buy
6,284
+90
+1% +$4.62K 0.06% 95
2018
Q2 		$312K Buy
6,194
+5,986
+2,878% +$318K 0.07% 90
2018
Q1 		$11K Sell
208
-7,589
-97% -$409K ﹤0.01% 762
2017
Q4 		$388K Buy
+7,797
New +$376K 0.08% 108

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

JOYN Advisors's TFC Position: Q1 2019 in Review

JOYN Advisors sold out of Truist Financial (TFC) in Q1 2019, closing a stake of 728 shares — an estimated $32K sold.

JOYN Advisors first reported a position in TFC in Q4 2017 and held it in 5 quarters. The position peaked at $388K in Q4 2017. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • JOYN Advisors reported no remaining Truist Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 728 Truist Financial shares in Q1 2019, an estimated $32K.
  • JOYN Advisors first reported a position in Truist Financial in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Truist Financial position peaked at $388K in Q4 2017.
  • 1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.