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Provident Wealth Management’s Truist Financial TFC Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-1,347
Closed -$51K – 243
2020
Q3 		$51K Buy
+1,347
New +$50.7K 0.06% 89

Other funds holding TFC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Provident Wealth Management's TFC Position: Q4 2020 in Review

Provident Wealth Management sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 1,347 shares — an estimated $51K sold.

Provident Wealth Management first reported a position in TFC in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Provident Wealth Management reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 1,347 Truist Financial shares in Q4 2020, an estimated $51K.
  • Provident Wealth Management first reported a position in Truist Financial in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Truist Financial position peaked at $51K in Q3 2020.
  • 1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.