Omnia Family Wealth’s Truist Financial TFC Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-99	Closed	-$5K	–	472
2019 Q1	$5K	Hold	99	–	–	﹤0.01%	320
2018 Q4	$4K	Hold	99	–	–	﹤0.01%	313
2018 Q3	$5K	Hold	99	–	–	﹤0.01%	314
2018 Q2	$5K	Hold	99	–	–	﹤0.01%	314
2018 Q1	$5K	Hold	99	–	–	﹤0.01%	318
2017 Q4	$5K	Hold	99	–	–	﹤0.01%	340
2017 Q3	$5K	Sell	99 -175	-64%	-$8.04K	﹤0.01%	351
2017 Q2	$12K	Hold	274	–	–	0.01%	263
2017 Q1	$12K	Hold	274	–	–	0.01%	265
2016 Q4	$13K	Buy	+274	New	+$11.7K	0.01%	261

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's TFC Position: Q2 2019 in Review

Omnia Family Wealth sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 99 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in TFC in Q4 2016 and held it in 10 quarters. The position peaked at $13K in Q4 2016. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

Omnia Family Wealth reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 99 Truist Financial shares in Q2 2019, an estimated $5K.
Omnia Family Wealth first reported a position in Truist Financial in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Truist Financial position peaked at $13K in Q4 2016.
1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.