Nelson Capital Management’s Truist Financial TFC Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-500	Closed	-$27K	–	269
2019 Q3	$27K	Buy	+500	New	+$24.8K	0.01%	190
2019 Q1	–	Sell	-250	Closed	-$11K	–	330
2018 Q4	$11K	Hold	250	–	–	﹤0.01%	212
2018 Q3	$12K	Hold	250	–	–	﹤0.01%	205
2018 Q2	$13K	Hold	250	–	–	﹤0.01%	188
2018 Q1	$13K	Hold	250	–	–	﹤0.01%	196
2017 Q4	$12K	Sell	250 -150	-38%	-$7.24K	﹤0.01%	222
2017 Q3	$19K	Hold	400	–	–	0.01%	190
2017 Q2	$18K	Hold	400	–	–	0.01%	195
2017 Q1	$18K	Hold	400	–	–	0.01%	200
2016 Q4	$19K	Hold	400	–	–	0.01%	186
2016 Q3	$15K	Hold	400	–	–	0.01%	196
2016 Q2	$14K	Hold	400	–	–	0.01%	197
2016 Q1	$13K	Hold	400	–	–	﹤0.01%	188
2015 Q4	$15K	Buy	+400	New	+$15K	0.01%	179

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

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

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

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

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

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

Nelson Capital Management's TFC Position: Q4 2019 in Review

Nelson Capital Management sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 500 shares — an estimated $27K sold.

Nelson Capital Management first reported a position in TFC in Q4 2015 and held it in 14 quarters. The position peaked at $27K in Q3 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

Nelson Capital Management reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 500 Truist Financial shares in Q4 2019, an estimated $27K.
Nelson Capital Management first reported a position in Truist Financial in Q4 2015 and held it in 14 quarters.
Nelson Capital Management's Truist Financial position peaked at $27K in Q3 2019.
1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.