Pictet North America Advisors’s Truist Financial TFC Stock Holding History

Pictet North America 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
2018 Q4	–	Sell	-4,740	Closed	-$230K	–	168
2018 Q3	$230K	Sell	4,740 -44,389	-90%	-$2.28M	0.03%	157
2018 Q2	$2.48M	Hold	49,129	–	–	0.37%	49
2018 Q1	$2.56M	Buy	49,129 +43,996	+857%	+$2.37M	0.39%	50
2017 Q4	$255K	Buy	+5,133	New	+$248K	0.04%	124

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

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

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

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

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

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

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

Pictet North America Advisors's TFC Position: Q4 2018 in Review

Pictet North America Advisors sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 4,740 shares — an estimated $230K sold.

Pictet North America Advisors first reported a position in TFC in Q4 2017 and held it in 4 quarters. The position peaked at $2.56M in Q1 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Pictet North America Advisors reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
Pictet North America Advisors sold 4,740 Truist Financial shares in Q4 2018, an estimated $230K.
Pictet North America Advisors first reported a position in Truist Financial in Q4 2017 and held it in 4 quarters.
Pictet North America Advisors's Truist Financial position peaked at $2.56M in Q1 2018.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Pictet North America Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.