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Magnus Financial Group’s Truist Financial TFC Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-10,161
Closed -$572K – 679
2019
Q4 		$572K Buy
+10,161
New +$550K 0.08% 116

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Magnus Financial Group's TFC Position: Q1 2020 in Review

Magnus Financial Group sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 10,161 shares — an estimated $572K sold.

Magnus Financial Group first reported a position in TFC in Q4 2019 and held it in 1 quarter. The position peaked at $572K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Magnus Financial Group reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Magnus Financial Group sold 10,161 Truist Financial shares in Q1 2020, an estimated $572K.
  • Magnus Financial Group first reported a position in Truist Financial in Q4 2019 and held it in 1 quarter.
  • Magnus Financial Group's Truist Financial position peaked at $572K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.