Kiley Juergens Wealth Management’s Truist Financial TFC Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-105	Closed	–	–	577
2018 Q3	$0	Hold	105	–	–	﹤0.01%	748
2018 Q2	$0	Buy	+105	New	+$5.58K	﹤0.01%	686
2018 Q1	–	Sell	-105	Closed	-$5K	–	540
2017 Q4	$5K	Buy	+105	New	+$5.07K	﹤0.01%	563

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

Kiley Juergens Wealth Management's TFC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 105 shares.

Kiley Juergens Wealth Management first reported a position in TFC in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 105 Truist Financial shares in Q4 2018.
Kiley Juergens Wealth Management first reported a position in Truist Financial in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Truist Financial position peaked at $5K in Q4 2017.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.