LPWM
TFC icon

Lake Point Wealth Management’s Truist Financial TFC Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-189
Closed -$8K – 851
2018
Q4 		$8K Buy
+189
New +$9.07K ﹤0.01% 505

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Point Wealth Management's TFC Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Truist Financial (TFC) in Q1 2019, closing a stake of 189 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in TFC in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Truist Financial position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 189 Truist Financial shares in Q1 2019, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Truist Financial in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Truist Financial position peaked at $8K in Q4 2018.
  • 1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.