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Legacy Private Trust’s Truist Financial TFC Stock Holding History

Legacy Private Trust’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
-6,531
Closed -$283K – 227
2018
Q4 		$283K Sell
6,531
-1,920
-23% -$92.2K 0.04% 200
2018
Q3 		$410K Sell
8,451
-79
-0.9% -$4.05K 0.05% 177
2018
Q2 		$430K Buy
8,530
+1,050
+14% +$55.8K 0.05% 179
2018
Q1 		$389K Buy
7,480
+480
+7% +$25.9K 0.05% 188
2017
Q4 		$348K Buy
7,000
+810
+13% +$39.1K 0.04% 189
2017
Q3 		$291K Buy
+6,190
New +$285K 0.04% 204

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return