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Oakbrook Investments’s Truist Financial TFC Stock Holding History

Oakbrook Investments’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
-16,011
Closed -$902K – 467
2019
Q4 		$902K Sell
16,011
-4,439
-22% -$240K 0.18% 144
2019
Q3 		$1.09M Sell
20,450
-4,800
-19% -$238K 0.07% 218
2019
Q2 		$1.24M Sell
25,250
-960
-4% -$47K 0.07% 219
2019
Q1 		$1.22M Buy
+26,210
New +$1.28M 0.07% 213
2018
Q3 		– Sell
-29,745
Closed -$1.5M – 688
2018
Q2 		$1.5M Sell
29,745
-30,795
-51% -$1.64M 0.09% 151
2018
Q1 		$3.15M Buy
+60,540
New +$3.26M 0.2% 84
2017
Q3 		– Sell
-39,400
Closed -$1.79M – 589
2017
Q2 		$1.79M Sell
39,400
-44,350
-53% -$1.93M 0.12% 140
2017
Q1 		$3.74M Buy
83,750
+41,100
+96% +$1.92M 0.24% 77
2016
Q4 		$2M Sell
42,650
-6,550
-13% -$279K 0.13% 134
2016
Q3 		$1.86M Sell
49,200
-10,100
-17% -$376K 0.11% 154
2016
Q2 		$2.11M Buy
+59,300
New +$2.07M 0.12% 162
2016
Q1 		– Sell
-49,150
Closed -$1.86M – 564
2015
Q4 		$1.86M Buy
+49,150
New +$1.85M 0.12% 150
2014
Q2 		– Sell
-5,850
Closed -$235K – 643
2014
Q1 		$235K Sell
5,850
-4,100
-41% -$157K 0.01% 542
2013
Q4 		$371K Sell
9,950
-137,550
-93% -$4.75M 0.01% 453
2013
Q3 		$4.98M Sell
147,500
-3,250
-2% -$113K 0.15% 159
2013
Q2 		$5.11M Buy
+150,750
New +$4.81M 0.15% 157

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oakbrook Investments's TFC Position: Q1 2020 in Review

Oakbrook Investments sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 16,011 shares — an estimated $902K sold.

Oakbrook Investments first reported a position in TFC in Q2 2013 and held it in 16 quarters. The position peaked at $5.11M in Q2 2013. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Oakbrook Investments reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 16,011 Truist Financial shares in Q1 2020, an estimated $902K.
  • Oakbrook Investments first reported a position in Truist Financial in Q2 2013 and held it in 16 quarters.
  • Oakbrook Investments's Truist Financial position peaked at $5.11M in Q2 2013.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.