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Liontrust Investment Partners’s Truist Financial TFC Stock Holding History

Liontrust Investment Partners’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
2021
Q4 		– Sell
-10,249
Closed -$601K – 237
2021
Q3 		$601K Buy
+10,249
New +$573K 0.01% 207
2020
Q4 		$491K Buy
+10,249
New +$464K 0.01% 212

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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Liontrust Investment Partners's TFC Position: Q4 2021 in Review

Liontrust Investment Partners sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 10,249 shares — an estimated $601K sold.

Liontrust Investment Partners first reported a position in TFC in Q4 2020 and held it in 2 quarters. The position peaked at $601K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Liontrust Investment Partners reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Liontrust Investment Partners sold 10,249 Truist Financial shares in Q4 2021, an estimated $601K.
  • Liontrust Investment Partners first reported a position in Truist Financial in Q4 2020 and held it in 2 quarters.
  • Liontrust Investment Partners's Truist Financial position peaked at $601K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Liontrust Investment Partners's 13F filing for Q4 2021, filed 26 Jan 2022.