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Meridian Wealth Advisors’s Truist Financial TFC Stock Holding History

Meridian Wealth Advisors’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
Q3 		– Sell
-10,645
Closed -$400K – 173
2020
Q2 		$400K Buy
10,645
+653
+7% +$23.5K 0.18% 107
2020
Q1 		$308K Sell
9,992
-5,006
-33% -$237K 0.17% 101
2019
Q4 		$845K Buy
14,998
+3,003
+25% +$163K 0.33% 62
2019
Q3 		$640K Buy
11,995
+870
+8% +$43.1K 0.27% 73
2019
Q2 		$564K Buy
11,125
+411
+4% +$20.1K 0.39% 52
2019
Q1 		$499K Buy
10,714
+400
+4% +$19.5K 0.36% 58
2018
Q4 		$447K Buy
+10,314
New +$495K 0.34% 58

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Advisors's TFC Position: Q3 2020 in Review

Meridian Wealth Advisors sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 10,645 shares — an estimated $400K sold.

Meridian Wealth Advisors first reported a position in TFC in Q4 2018 and held it in 7 quarters. The position peaked at $845K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Meridian Wealth Advisors reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Advisors sold 10,645 Truist Financial shares in Q3 2020, an estimated $400K.
  • Meridian Wealth Advisors first reported a position in Truist Financial in Q4 2018 and held it in 7 quarters.
  • Meridian Wealth Advisors's Truist Financial position peaked at $845K in Q4 2019.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Meridian Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.