Lenox Wealth Management’s Truist Financial TFC Stock Holding History

Lenox 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
2020 Q2	$14K	Buy	387 +32	+9%	+$1.15K	﹤0.01%	391
2020 Q1	$10K	Buy	355 +124	+54%	+$5.86K	﹤0.01%	394
2019 Q4	$13K	Sell	231 -50	-18%	-$2.71K	﹤0.01%	407
2019 Q3	$14K	Hold	281	–	–	﹤0.01%	405
2019 Q2	$13K	Hold	281	–	–	﹤0.01%	402
2019 Q1	$13K	Buy	281 +231	+462%	+$11.3K	﹤0.01%	414
2018 Q4	$2K	Buy	+50	New	+$2.4K	﹤0.01%	569
2018 Q1	–	Sell	-2,041	Closed	-$101K	–	504
2017 Q4	$101K	Hold	2,041	–	–	0.03%	162
2017 Q3	$95K	Hold	2,041	–	–	0.03%	167
2017 Q2	$93K	Hold	2,041	–	–	0.04%	154
2017 Q1	$91K	Hold	2,041	–	–	0.07%	63
2016 Q4	$96K	Hold	2,041	–	–	0.07%	60
2016 Q3	$77K	Hold	2,041	–	–	0.06%	74
2016 Q2	$73K	Hold	2,041	–	–	0.05%	79
2016 Q1	$68K	Hold	2,041	–	–	0.05%	86
2015 Q4	$77K	Buy	+2,041	New	+$76.8K	0.06%	84

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's TFC Position: Q2 2020 in Review

Lenox Wealth Management increased its Truist Financial (TFC) stake by 9% in Q2 2020, buying an estimated $1.15K and bringing the position to 387 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Lenox Wealth Management first reported a position in TFC in Q4 2015 and has held it in 16 quarters since. The position peaked at $101K in Q4 2017. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Lenox Wealth Management held 387 shares of Truist Financial worth $14K as of Q2 2020.
Lenox Wealth Management bought 32 Truist Financial shares in Q2 2020, an estimated $1.15K.
Truist Financial made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #391 holding.
Lenox Wealth Management first reported a position in Truist Financial in Q4 2015 and has held it in 16 quarters since.
Lenox Wealth Management's Truist Financial position peaked at $101K in Q4 2017.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.