Live Your Vision’s Truist Financial TFC Stock Holding History

Live Your Vision’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	$21K	Buy	427 +3	+0.7%	+$146	0.01%	168
2018 Q4	$19K	Buy	424 +3	+0.7%	+$144	0.01%	158
2018 Q3	$20K	Buy	421 +2	+0.5%	+$103	0.01%	158
2018 Q2	$22K	Buy	419 +3	+0.7%	+$159	0.01%	175
2018 Q1	$22K	Buy	416 +2	+0.5%	+$108	0.01%	143
2017 Q4	$22K	Buy	414 +2	+0.5%	+$97	0.01%	138
2017 Q3	$19K	Buy	412 +341	+480%	+$15.7K	0.01%	142
2017 Q2	$3K	Hold	71	–	–	﹤0.01%	255
2017 Q1	$3K	Hold	71	–	–	﹤0.01%	266
2016 Q4	$3K	Hold	71	–	–	﹤0.01%	260
2016 Q3	$3K	Buy	+71	New	+$2.65K	﹤0.01%	255
2015 Q4	–	Sell	-71	Closed	-$3K	–	243
2015 Q3	$3K	Buy	+71	New	+$2.74K	﹤0.01%	264

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Live Your Vision's TFC Position: Q1 2019 in Review

Live Your Vision increased its Truist Financial (TFC) stake by 0.71% in Q1 2019, buying an estimated $146 and bringing the position to 427 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #168.

Live Your Vision first reported a position in TFC in Q3 2015 and has held it in 12 quarters since. The position peaked at $22K in Q2 2018. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

Live Your Vision held 427 shares of Truist Financial worth $21K as of Q1 2019.
Live Your Vision bought 3 Truist Financial shares in Q1 2019, an estimated $146.
Truist Financial made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #168 holding.
Live Your Vision first reported a position in Truist Financial in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's Truist Financial position peaked at $22K in Q2 2018.
1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.