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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 1,065 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.
  • 1,065 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.