Moody Lynn & Lieberson’s Truist Financial TFC Stock Holding History

Moody Lynn & Lieberson’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 Q2	–	Sell	-10,000	Closed	-$308	–	195
2020 Q1	$308	Sell	10,000 -146	-1%	-$6.9K	0.04%	134
2019 Q4	$571K	Buy	10,146 +146	+1%	+$7.91K	0.06%	149
2019 Q3	$534K	Hold	10,000	–	–	0.06%	135
2019 Q2	$491K	Hold	10,000	–	–	0.05%	151
2019 Q1	$465K	Hold	10,000	–	–	0.05%	150
2018 Q4	$433K	Hold	10,000	–	–	0.06%	147
2018 Q3	$485K	Hold	10,000	–	–	0.05%	159
2018 Q2	$504K	Hold	10,000	–	–	0.06%	152
2018 Q1	$520K	Hold	10,000	–	–	0.06%	144
2017 Q4	$550K	Hold	10,000	–	–	0.06%	151
2017 Q3	$469K	Hold	10,000	–	–	0.06%	160
2017 Q2	$454K	Buy	+10,000	New	+$434K	0.06%	163
2013 Q3	–	Sell	-52,043	Closed	-$1.76M	–	196
2013 Q2	$1.76M	Buy	+52,043	New	+$1.66M	0.31%	83

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Lynn & Lieberson's TFC Position: Q2 2020 in Review

Moody Lynn & Lieberson sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 10,000 shares — an estimated $308 sold.

Moody Lynn & Lieberson first reported a position in TFC in Q2 2013 and held it in 13 quarters. The position peaked at $1.76M in Q2 2013. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

Moody Lynn & Lieberson reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 10,000 Truist Financial shares in Q2 2020, an estimated $308.
Moody Lynn & Lieberson first reported a position in Truist Financial in Q2 2013 and held it in 13 quarters.
Moody Lynn & Lieberson's Truist Financial position peaked at $1.76M in Q2 2013.
1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2020, filed 24 Jul 2020.