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Osborn Williams & Donohoe’s Truist Financial TFC Stock Holding History

Osborn Williams & Donohoe’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
-2,089
Closed -$101K – 619
2019
Q1 		$101K Buy
+2,089
New +$102K 0.01% 409

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osborn Williams & Donohoe's TFC Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 2,089 shares — an estimated $101K sold.

Osborn Williams & Donohoe first reported a position in TFC in Q1 2019 and held it in 1 quarter. The position peaked at $101K in Q1 2019. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,089 Truist Financial shares in Q2 2019, an estimated $101K.
  • Osborn Williams & Donohoe first reported a position in Truist Financial in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Truist Financial position peaked at $101K in Q1 2019.
  • 1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.