Redwood Investments’s Truist Financial TFC Stock Holding History

Redwood Investments’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	-21,580	Closed	-$810K	–	132
2020 Q2	$810K	Sell	21,580 -810	-4%	-$29.2K	0.07%	105
2020 Q1	$691K	Sell	22,390 -30,701	-58%	-$1.45M	0.08%	102
2019 Q4	$2.99M	Sell	53,091 -93,919	-64%	-$5.09M	0.28%	76
2019 Q3	$7.85M	Sell	147,010 -11,854	-7%	-$587K	0.6%	74
2019 Q2	$7.8M	Sell	158,864 -25,087	-14%	-$1.23M	0.58%	80
2019 Q1	$8.56M	Buy	+183,951	New	+$8.97M	0.63%	79

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redwood Investments's TFC Position: Q3 2020 in Review

Redwood Investments sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 21,580 shares — an estimated $810K sold.

Redwood Investments first reported a position in TFC in Q1 2019 and held it in 6 quarters. The position peaked at $8.56M in Q1 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

Redwood Investments reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
Redwood Investments sold 21,580 Truist Financial shares in Q3 2020, an estimated $810K.
Redwood Investments first reported a position in Truist Financial in Q1 2019 and held it in 6 quarters.
Redwood Investments's Truist Financial position peaked at $8.56M in Q1 2019.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Redwood Investments's 13F filing for Q3 2020, filed 13 Nov 2020.