Pinnacle Advisory Group’s Truist Financial TFC Stock Holding History

Pinnacle Advisory Group’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	$433K	Buy	+7,420	New	+$407K	0.02%	176
2018 Q2	–	Sell	-5,912	Closed	-$308K	–	180
2018 Q1	$308K	Buy	+5,912	New	+$318K	0.02%	154

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pinnacle Advisory Group's TFC Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Truist Financial (TFC) in Q1 2021: 7,420 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in TFC as recently as Q1 2018.

Pinnacle Advisory Group first reported a position in TFC in Q1 2018 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Pinnacle Advisory Group held 7,420 shares of Truist Financial worth $433K as of Q1 2021.
Truist Financial was a new Pinnacle Advisory Group position in Q1 2021.
Truist Financial made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #176 holding.
Pinnacle Advisory Group first reported a position in Truist Financial in Q1 2018 and has held it in 2 quarters since.
1,376 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.