Kaizen Advisory’s Truist Financial TFC Stock Holding History

Kaizen Advisory’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
2018 Q4	$92K	Buy	2,131 +274	+15%	+$13.2K	0.06%	235
2018 Q3	$90K	Hold	1,857	–	–	0.05%	246
2018 Q2	$94K	Buy	1,857 +1,077	+138%	+$57.2K	0.05%	236
2018 Q1	$41K	Sell	780 -22,349	-97%	-$1.2M	0.04%	222
2017 Q4	$1.15M	Buy	+23,129	New	+$1.12M	0.69%	64

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's TFC Position: Q4 2018 in Review

Kaizen Advisory increased its Truist Financial (TFC) stake by 15% in Q4 2018, buying an estimated $13.2K and bringing the position to 2,131 shares worth $92K. The position accounts for 0.06% of the portfolio, ranked #235.

Kaizen Advisory first reported a position in TFC in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2017. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Kaizen Advisory held 2,131 shares of Truist Financial worth $92K as of Q4 2018.
Kaizen Advisory bought 274 Truist Financial shares in Q4 2018, an estimated $13.2K.
Truist Financial made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #235 holding.
Kaizen Advisory first reported a position in Truist Financial in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Truist Financial position peaked at $1.15M in Q4 2017.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.