RIM
TFC icon

Rampart Investment Management’s Truist Financial TFC Stock Holding History

Rampart Investment 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
Q3 		– Sell
-10,295
Closed -$387K – 512
2020
Q2 		$387K Sell
10,295
-436
-4% -$15.7K 0.07% 293
2020
Q1 		$331K Sell
10,731
-5,421
-34% -$256K 0.16% 133
2019
Q4 		$910K Buy
16,152
+7,343
+83% +$398K 0.11% 234
2019
Q3 		$470K Sell
8,809
-1,025
-10% -$50.8K 0.06% 317
2019
Q2 		$483K Sell
9,834
-13,894
-59% -$681K 0.06% 322
2019
Q1 		$1.1M Buy
23,728
+16,348
+222% +$798K 0.13% 220
2018
Q4 		$320K Sell
7,380
-19,776
-73% -$949K 0.09% 197
2018
Q3 		$1.32K Sell
27,156
-458
-2% -$23.5K ﹤0.01% 487
2018
Q2 		$1.39M Sell
27,614
-4,586
-14% -$244K 0.14% 215
2018
Q1 		$1.68M Buy
+32,200
New +$1.73M 0.16% 184
2017
Q4 		– Sell
-9,995
Closed -$469K – 511
2017
Q3 		$469K Buy
9,995
+833
+9% +$38.3K 0.16% 150
2017
Q2 		$416K Buy
9,162
+6,901
+305% +$300K 0.15% 158
2017
Q1 		$101K Buy
+2,261
New +$106K 0.04% 141

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rampart Investment Management's TFC Position: Q3 2020 in Review

Rampart Investment Management sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 10,295 shares — an estimated $387K sold.

Rampart Investment Management first reported a position in TFC in Q1 2017 and held it in 13 quarters. The position peaked at $1.68M in Q1 2018. 1,161 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Rampart Investment Management reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 10,295 Truist Financial shares in Q3 2020, an estimated $387K.
  • Rampart Investment Management first reported a position in Truist Financial in Q1 2017 and held it in 13 quarters.
  • Rampart Investment Management's Truist Financial position peaked at $1.68M in Q1 2018.
  • 1,161 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.