Polaris Wealth Advisory Group’s Truist Financial TFC Stock Holding History

Polaris Wealth 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
2018 Q4	–	Sell	-100	Closed	-$5K	–	425
2018 Q3	$5K	Buy	+100	New	+$5.13K	﹤0.01%	452
2018 Q2	–	Sell	-100	Closed	-$5K	–	412
2018 Q1	$5K	Buy	+100	New	+$5.39K	﹤0.01%	407

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

Polaris Wealth Advisory Group's TFC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in TFC in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 100 Truist Financial shares in Q4 2018, an estimated $5K.
Polaris Wealth Advisory Group first reported a position in Truist Financial in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Truist Financial position peaked at $5K in Q3 2018.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.