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Measured Wealth Private Client Group’s Truist Financial TFC Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-455
Closed -$22K – 643
2018
Q3 		$22K Buy
+455
New +$23.3K 0.01% 512

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Measured Wealth Private Client Group's TFC Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 455 shares — an estimated $22K sold.

Measured Wealth Private Client Group first reported a position in TFC in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 455 Truist Financial shares in Q4 2018, an estimated $22K.
  • Measured Wealth Private Client Group first reported a position in Truist Financial in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Truist Financial position peaked at $22K in Q3 2018.
  • 1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.