Nachman Norwood & Parrott’s Truist Financial TFC Stock Holding History

Nachman Norwood & Parrott’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	$19.8M	Buy	357,591 +5,600	+2%	+$329K	2.02%	14
2021 Q1	$20.5M	Sell	351,991 -4,972	-1%	-$273K	2.26%	10
2020 Q4	$17.1M	Buy	356,963 +111,599	+45%	+$5.05M	2%	12
2020 Q3	$9.34M	Sell	245,364 -461	-0.2%	-$17.4K	1.26%	15
2020 Q2	$9.23M	Sell	245,825 -14,366	-6%	-$517K	1.53%	8
2020 Q1	$8.03M	Sell	260,191 -6,276	-2%	-$297K	1.62%	8
2019 Q4	$15M	Buy	266,467 +46,700	+21%	+$2.53M	2.46%	7
2019 Q3	$11.7M	Buy	219,767 +623	+0.3%	+$30.9K	2.09%	7
2019 Q2	$10.8M	Sell	219,144 -2,288	-1%	-$112K	1.94%	8
2019 Q1	$10.3M	Sell	221,432 -204	-0.1%	-$9.95K	1.92%	8
2018 Q4	$9.6M	Buy	+221,636	New	+$10.6M	2%	8

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nachman Norwood & Parrott's TFC Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Truist Financial (TFC) stake by 1.6% in Q2 2021, buying an estimated $329K and bringing the position to 357,591 shares worth $19.8M. The position accounts for 2.02% of the portfolio, ranked #14.

Nachman Norwood & Parrott first reported a position in TFC in Q4 2018 and has held it in 11 quarters since. The position peaked at $20.5M in Q1 2021. 1,352 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Nachman Norwood & Parrott held 357,591 shares of Truist Financial worth $19.8M as of Q2 2021.
Nachman Norwood & Parrott bought 5,600 Truist Financial shares in Q2 2021, an estimated $329K.
Truist Financial made up 2.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #14 holding.
Nachman Norwood & Parrott first reported a position in Truist Financial in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Truist Financial position peaked at $20.5M in Q1 2021.
1,352 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.