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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Private Trust's TFC Position: Q1 2019 in Review

Legacy Private Trust sold out of Truist Financial (TFC) in Q1 2019, closing a stake of 6,531 shares — an estimated $283K sold.

Legacy Private Trust first reported a position in TFC in Q3 2017 and held it in 6 quarters. The position peaked at $430K in Q2 2018. 1,051 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • Legacy Private Trust reported no remaining Truist Financial position as of Q1 2019 after selling out during the quarter.
  • Legacy Private Trust sold 6,531 Truist Financial shares in Q1 2019, an estimated $283K.
  • Legacy Private Trust first reported a position in Truist Financial in Q3 2017 and held it in 6 quarters.
  • Legacy Private Trust's Truist Financial position peaked at $430K in Q2 2018.
  • 1,051 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on Legacy Private Trust's 13F filing for Q1 2019, filed 11 Apr 2019.