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Private Portfolio Partners’s Truist Financial TFC Stock Holding History

Private Portfolio Partners’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
2020
Q1 		– Sell
-6,741
Closed -$380K – 212
2019
Q4 		$380K Buy
+6,741
New +$365K 0.16% 129

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JP Morgan Chase
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Dodge & Cox
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Portfolio Partners's TFC Position: Q1 2020 in Review

Private Portfolio Partners sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 6,741 shares — an estimated $380K sold.

Private Portfolio Partners first reported a position in TFC in Q4 2019 and held it in 1 quarter. The position peaked at $380K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Private Portfolio Partners reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Private Portfolio Partners sold 6,741 Truist Financial shares in Q1 2020, an estimated $380K.
  • Private Portfolio Partners first reported a position in Truist Financial in Q4 2019 and held it in 1 quarter.
  • Private Portfolio Partners's Truist Financial position peaked at $380K in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Private Portfolio Partners's 13F filing for Q1 2020, filed 14 May 2020.