Mason Investment Advisory Services’s Truist Financial TFC Stock Holding History

Mason Investment Advisory Services’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 Q3	–	Sell	-19,086	Closed	-$1.06M	–	98
2021 Q2	$1.06M	Sell	19,086 -12,492	-40%	-$734K	0.11%	45
2021 Q1	$1.84M	Hold	31,578	–	–	0.19%	16
2020 Q4	$1.51M	Buy	31,578 +3,575	+13%	+$162K	0.18%	21
2020 Q3	$1.07M	Hold	28,003	–	–	0.15%	31
2020 Q2	$1.05M	Hold	28,003	–	–	0.16%	33
2020 Q1	$864K	Buy	28,003 +5,036	+22%	+$238K	0.15%	37
2019 Q4	$1.29M	Sell	22,967 -92	-0.4%	-$4.98K	0.19%	37
2019 Q3	$1.23M	Hold	23,059	–	–	0.2%	36
2019 Q2	$1.13M	Hold	23,059	–	–	0.19%	38
2019 Q1	$1.07M	Buy	+23,059	New	+$1.12M	0.3%	34

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Mason Investment Advisory Services's TFC Position: Q3 2021 in Review

Mason Investment Advisory Services sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 19,086 shares — an estimated $1.06M sold.

Mason Investment Advisory Services first reported a position in TFC in Q1 2019 and held it in 10 quarters. The position peaked at $1.84M in Q1 2021. 1,386 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Mason Investment Advisory Services reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
Mason Investment Advisory Services sold 19,086 Truist Financial shares in Q3 2021, an estimated $1.06M.
Mason Investment Advisory Services first reported a position in Truist Financial in Q1 2019 and held it in 10 quarters.
Mason Investment Advisory Services's Truist Financial position peaked at $1.84M in Q1 2021.
1,386 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Mason Investment Advisory Services's 13F filing for Q3 2021, filed 6 Aug 2024.