Lion Street Advisors’s Truist Financial TFC Stock Holding History

Lion Street Advisors’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	–	Sell	-174	Closed	-$5K	–	367
2020 Q1	$5K	Buy	+174	New	+$8.23K	0.03%	260

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

Lion Street Advisors's TFC Position: Q2 2020 in Review

Lion Street Advisors sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 174 shares — an estimated $5K sold.

Lion Street Advisors first reported a position in TFC in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Lion Street Advisors reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 174 Truist Financial shares in Q2 2020, an estimated $5K.
Lion Street Advisors first reported a position in Truist Financial in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Truist Financial position peaked at $5K in Q1 2020.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.