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Kessler Investment Group’s Truist Financial TFC Stock Holding History

Kessler Investment Group’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
Q2 		– Sell
-1,556
Closed -$48K – 125
2020
Q1 		$48K Sell
1,556
-11
-0.7% -$520 0.06% 61
2019
Q4 		$88K Buy
+1,567
New +$84.8K 0.09% 55

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kessler Investment Group's TFC Position: Q2 2020 in Review

Kessler Investment Group sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 1,556 shares — an estimated $48K sold.

Kessler Investment Group first reported a position in TFC in Q4 2019 and held it in 2 quarters. The position peaked at $88K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Kessler Investment Group reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Kessler Investment Group sold 1,556 Truist Financial shares in Q2 2020, an estimated $48K.
  • Kessler Investment Group first reported a position in Truist Financial in Q4 2019 and held it in 2 quarters.
  • Kessler Investment Group's Truist Financial position peaked at $88K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Kessler Investment Group's 13F filing for Q2 2020, filed 21 Jul 2020.