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Keebeck Wealth Management’s Truist Financial TFC Stock Holding History

Keebeck Wealth 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
Q3 		– Sell
-242
Closed -$9K – 336
2020
Q2 		$9K Sell
242
-10,813
-98% -$389K ﹤0.01% 315
2020
Q1 		$340K Buy
11,055
+5,435
+97% +$257K 0.14% 116
2019
Q4 		$315K Buy
+5,620
New +$304K 0.1% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keebeck Wealth Management's TFC Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 242 shares — an estimated $9K sold.

Keebeck Wealth Management first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $340K in Q1 2020. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 242 Truist Financial shares in Q3 2020, an estimated $9K.
  • Keebeck Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Keebeck Wealth Management's Truist Financial position peaked at $340K in Q1 2020.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.