Mid Atlantic Financial Management’s Truist Financial TFC Stock Holding History

Mid Atlantic Financial Management’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	$401K	Buy	6,845 +531	+8%	+$29.7K	0.03%	546
2021 Q2	$350K	Sell	6,314 -362	-5%	-$21.3K	0.02%	603
2021 Q1	$389K	Sell	6,676 -171	-2%	-$9.37K	0.03%	521
2020 Q4	$328K	Buy	6,847 +136	+2%	+$6.16K	0.03%	545
2020 Q3	$326K	Sell	6,711 -2,723	-29%	-$103K	0.03%	488
2020 Q2	$354K	Buy	9,434 +245	+3%	+$8.82K	0.03%	434
2020 Q1	$283K	Sell	9,189 -1,033	-10%	-$48.8K	0.03%	456
2019 Q4	$576K	Buy	10,222 +526	+5%	+$28.5K	0.05%	352
2019 Q3	$517K	Buy	9,696 +609	+7%	+$30.2K	0.06%	346
2019 Q2	$446K	Buy	9,087 +1,211	+15%	+$59.3K	0.05%	400
2019 Q1	$366K	Buy	7,876 +119	+2%	+$5.8K	0.04%	453
2018 Q4	$336K	Buy	+7,757	New	+$372K	0.04%	443

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

Mid Atlantic Financial Management's TFC Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Truist Financial (TFC) stake by 8.4% in Q3 2021, buying an estimated $29.7K and bringing the position to 6,845 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #546.

Mid Atlantic Financial Management first reported a position in TFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $576K in Q4 2019. 1,386 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Mid Atlantic Financial Management held 6,845 shares of Truist Financial worth $401K as of Q3 2021.
Mid Atlantic Financial Management bought 531 Truist Financial shares in Q3 2021, an estimated $29.7K.
Truist Financial made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #546 holding.
Mid Atlantic Financial Management first reported a position in Truist Financial in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Truist Financial position peaked at $576K in Q4 2019.
1,386 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.