Minerva Advisors’s Truist Financial TFC Stock Holding History

Minerva 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 Q1	–	Sell	-8,488	Closed	-$478K	–	84
2019 Q4	$478K	Hold	8,488	–	–	0.25%	57
2019 Q3	$453K	Hold	8,488	–	–	0.25%	57
2019 Q2	$417K	Hold	8,488	–	–	0.23%	64
2019 Q1	$395K	Sell	8,488 -7,682	-48%	-$375K	0.22%	64
2018 Q4	$701K	Hold	16,170	–	–	0.45%	41
2018 Q3	$783K	Hold	16,170	–	–	0.4%	44
2018 Q2	$815K	Hold	16,170	–	–	0.42%	42
2018 Q1	$842K	Hold	16,170	–	–	0.44%	42
2017 Q4	$804K	Hold	16,170	–	–	0.43%	43
2017 Q3	$759K	Hold	16,170	–	–	0.4%	44
2017 Q2	$734K	Hold	16,170	–	–	0.41%	45
2017 Q1	$723K	Hold	16,170	–	–	0.39%	47
2016 Q4	$760K	Sell	16,170 -2,324	-13%	-$98.9K	0.43%	45
2016 Q3	$697K	Hold	18,494	–	–	0.44%	44
2016 Q2	$659K	Buy	+18,494	New	+$646K	0.45%	43

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Minerva Advisors's TFC Position: Q1 2020 in Review

Minerva Advisors sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 8,488 shares — an estimated $478K sold.

Minerva Advisors first reported a position in TFC in Q2 2016 and held it in 15 quarters. The position peaked at $842K in Q1 2018. 1,152 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Minerva Advisors reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Minerva Advisors sold 8,488 Truist Financial shares in Q1 2020, an estimated $478K.
Minerva Advisors first reported a position in Truist Financial in Q2 2016 and held it in 15 quarters.
Minerva Advisors's Truist Financial position peaked at $842K in Q1 2018.
1,152 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Minerva Advisors's 13F filing for Q1 2020, filed 14 May 2020.