Peddock Capital Advisors’s Truist Financial TFC Stock Holding History

Peddock Capital Advisors’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 Q1	–	Sell	-512	Closed	-$25K	–	274
2020 Q4	$25K	Buy	+512	New	+$23.2K	0.01%	207
2020 Q1	–	Sell	-2,234	Closed	-$126K	–	220
2019 Q4	$126K	Buy	+2,234	New	+$121K	0.06%	127
2019 Q2	–	Sell	-1,014	Closed	-$47K	–	217
2019 Q1	$47K	Hold	1,014	–	–	0.03%	163
2018 Q4	$44K	Hold	1,014	–	–	0.03%	170
2018 Q3	$49K	Hold	1,014	–	–	0.02%	173
2018 Q2	$51K	Hold	1,014	–	–	0.03%	171
2018 Q1	$53K	Hold	1,014	–	–	0.03%	170
2017 Q4	$50K	Hold	1,014	–	–	0.03%	169
2017 Q3	$48K	Hold	1,014	–	–	0.02%	170
2017 Q2	$46K	Hold	1,014	–	–	0.02%	173
2017 Q1	$45K	Hold	1,014	–	–	0.03%	151
2016 Q4	$48K	Hold	1,014	–	–	0.03%	142
2016 Q3	$38K	Buy	+1,014	New	+$37.8K	0.02%	153

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Peddock Capital Advisors's TFC Position: Q1 2021 in Review

Peddock Capital Advisors sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 512 shares — an estimated $25K sold.

Peddock Capital Advisors first reported a position in TFC in Q3 2016 and held it in 13 quarters. The position peaked at $126K in Q4 2019. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Peddock Capital Advisors reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 512 Truist Financial shares in Q1 2021, an estimated $25K.
Peddock Capital Advisors first reported a position in Truist Financial in Q3 2016 and held it in 13 quarters.
Peddock Capital Advisors's Truist Financial position peaked at $126K in Q4 2019.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.