Jupiter Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,667
| Closed | -$505K | – | 675 |
|
|
2021
Q1 | $505K | Sell |
8,667
-2,107
| -20% | -$123K | 0.01% | 485 |
|
|
2020
Q4 | $517K | Buy |
+10,774
| New | +$517K | 0.01% | 507 |
|
|
2015
Q4 | – | Sell |
-34,000
| Closed | -$1.21M | – | 205 |
|
|
2015
Q3 | $1.21M | Hold |
34,000
| – | – | 0.05% | 190 |
|
|
2015
Q2 | $1.37M | Buy |
+34,000
| New | +$1.37M | 0.05% | 199 |
|
|
2014
Q1 | – | Sell |
-204,694
| Closed | -$7.64M | – | 251 |
|
|
2013
Q4 | $7.64M | Buy |
204,694
+164,838
| +414% | +$6.15M | 0.3% | 110 |
|
|
2013
Q3 | $1.35M | Buy |
+39,856
| New | +$1.35M | 0.06% | 163 |
|