Kings Point Capital Management’s Truist Financial TFC Stock Holding History

Kings Point Capital 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 Q4	–	Sell	-2,426	Closed	-$92K	–	513
2020 Q3	$92K	Buy	2,426 +1,500	+162%	+$56.5K	0.01%	245
2020 Q2	$35K	Sell	926 -400	-30%	-$14.4K	0.01%	314
2020 Q1	$41K	Hold	1,326	–	–	0.01%	298
2019 Q4	$75K	Buy	+1,326	New	+$71.8K	0.01%	268
2019 Q3	–	Sell	-440	Closed	-$22K	–	490
2019 Q2	$22K	Buy	+440	New	+$21.6K	﹤0.01%	342
2013 Q4	–	Sell	-2,400	Closed	-$81K	–	279
2013 Q3	$81K	Hold	2,400	–	–	0.03%	141
2013 Q2	$81K	Buy	+2,400	New	+$76.6K	0.03%	151

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Kings Point Capital Management's TFC Position: Q4 2020 in Review

Kings Point Capital Management sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 2,426 shares — an estimated $92K sold.

Kings Point Capital Management first reported a position in TFC in Q2 2013 and held it in 7 quarters. The position peaked at $92K in Q3 2020. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Kings Point Capital Management reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
Kings Point Capital Management sold 2,426 Truist Financial shares in Q4 2020, an estimated $92K.
Kings Point Capital Management first reported a position in Truist Financial in Q2 2013 and held it in 7 quarters.
Kings Point Capital Management's Truist Financial position peaked at $92K in Q3 2020.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Kings Point Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.