MLFP
TFC icon

MPS Loria Financial Planners’s Truist Financial TFC Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-941
Closed -$54K – 510
2021
Q1 		$54K Hold
941
– – 0.03% 155
2020
Q4 		$44K Buy
+941
New +$42.6K 0.02% 168

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MPS Loria Financial Planners's TFC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 941 shares — an estimated $54K sold.

MPS Loria Financial Planners first reported a position in TFC in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 941 Truist Financial shares in Q2 2021, an estimated $54K.
  • MPS Loria Financial Planners first reported a position in Truist Financial in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Truist Financial position peaked at $54K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.