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L. Roy Papp & Associates’s Truist Financial TFC Stock Holding History

L. Roy Papp & Associates’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
2021
Q3 		– Sell
-6,585
Closed -$365K – 173
2021
Q2 		$365K Hold
6,585
– – 0.05% 146
2021
Q1 		$384K Hold
6,585
– – 0.06% 138
2020
Q4 		$316K Hold
6,585
– – 0.04% 152
2020
Q3 		$251K Hold
6,585
– – 0.03% 156
2020
Q2 		$247K Buy
+6,585
New +$237K 0.04% 147
2020
Q1 		– Sell
-5,806
Closed -$327K – 166
2019
Q4 		$327K Buy
5,806
+330
+6% +$17.9K 0.05% 144
2019
Q3 		$292K Hold
5,476
– – 0.05% 141
2019
Q2 		$269K Buy
5,476
+200
+4% +$9.8K 0.04% 145
2019
Q1 		$245K Hold
5,276
– – 0.04% 141
2018
Q4 		$229K Hold
5,276
– – 0.05% 134
2018
Q3 		$256K Hold
5,276
– – 0.05% 141
2018
Q2 		$266K Hold
5,276
– – 0.05% 134
2018
Q1 		$275K Hold
5,276
– – 0.05% 138
2017
Q4 		$262K Sell
5,276
-82
-2% -$3.96K 0.05% 132
2017
Q3 		$251K Buy
5,358
+1
+0% +$46 0.05% 117
2017
Q2 		$243K Hold
5,357
– – 0.05% 134
2017
Q1 		$239K Buy
5,357
+1
+0% +$47 0.05% 124
2016
Q4 		$252K Hold
5,356
– – 0.06% 134
2016
Q3 		$202K Buy
+5,356
New +$199K 0.05% 146
2016
Q1 		– Sell
-5,354
Closed -$202K – 152
2015
Q4 		$202K Buy
+5,354
New +$201K 0.05% 138
2015
Q3 		– Sell
-5,353
Closed -$216K – 142
2015
Q2 		$216K Buy
5,353
+1
+0% +$40 0.05% 136
2015
Q1 		$209K Hold
5,352
– – 0.05% 143
2014
Q4 		$208K Buy
+5,352
New +$201K 0.05% 140
2014
Q3 		– Sell
-5,349
Closed -$211K – 138
2014
Q2 		$211K Hold
5,349
– – 0.05% 136
2014
Q1 		$215K Buy
+5,349
New +$205K 0.05% 131

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L. Roy Papp & Associates's TFC Position: Q3 2021 in Review

L. Roy Papp & Associates sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 6,585 shares — an estimated $365K sold.

L. Roy Papp & Associates first reported a position in TFC in Q1 2014 and held it in 25 quarters. The position peaked at $384K in Q1 2021. 1,386 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • L. Roy Papp & Associates reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
  • L. Roy Papp & Associates sold 6,585 Truist Financial shares in Q3 2021, an estimated $365K.
  • L. Roy Papp & Associates first reported a position in Truist Financial in Q1 2014 and held it in 25 quarters.
  • L. Roy Papp & Associates's Truist Financial position peaked at $384K in Q1 2021.
  • 1,386 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on L. Roy Papp & Associates's 13F filing for Q3 2021, filed 9 Nov 2021.