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Rational Advisors’s Truist Financial TFC Stock Holding History

Rational Advisors’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
-310
Closed -$12K – 560
2020
Q3 		$12K Sell
310
-368
-54% -$13.9K 0.01% 270
2020
Q2 		$25K Buy
+678
New +$24.4K 0.01% 253
2020
Q1 		– Sell
-418
Closed -$24K – 479
2019
Q4 		$24K Sell
418
-1,736
-81% -$94K 0.01% 404
2019
Q3 		$115K Sell
2,154
-442
-17% -$21.9K 0.04% 284
2019
Q2 		$127K Buy
+2,596
New +$127K 0.05% 265
2019
Q1 		– Sell
-296
Closed -$13K – 566
2018
Q4 		$13K Sell
296
-1,636
-85% -$78.5K ﹤0.01% 377
2018
Q3 		$94K Buy
1,932
+1,355
+235% +$69.5K 0.02% 242
2018
Q2 		$29K Buy
577
+382
+196% +$20.3K 0.01% 302
2018
Q1 		$10K Buy
+195
New +$10.5K ﹤0.01% 377
2017
Q2 		– Sell
-6,500
Closed -$291K – 351
2017
Q1 		$291K Buy
+6,500
New +$304K 0.19% 138
2015
Q3 		$6K Hold
174
– – ﹤0.01% 390
2015
Q2 		$7K Hold
174
– – ﹤0.01% 394
2015
Q1 		$7K Sell
174
-20,166
-99% -$760K ﹤0.01% 391
2014
Q4 		$791K Buy
+20,340
New +$766K 0.16% 152
2013
Q4 		$345K Buy
9,235
+8,771
+1,890% +$303K 0.03% 399
2013
Q3 		$16K Hold
464
– – ﹤0.01% 782
2013
Q2 		$16K Buy
+464
New +$14.8K ﹤0.01% 778

Other funds holding TFC

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

Rational Advisors's TFC Position: Q4 2020 in Review

Rational Advisors sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 310 shares — an estimated $12K sold.

Rational Advisors first reported a position in TFC in Q2 2013 and held it in 17 quarters. The position peaked at $791K in Q4 2014. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Rational Advisors reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 310 Truist Financial shares in Q4 2020, an estimated $12K.
  • Rational Advisors first reported a position in Truist Financial in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's Truist Financial position peaked at $791K in Q4 2014.
  • 1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.