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Richard C. Young & Co’s Truist Financial TFC Stock Holding History

Richard C. Young & Co’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
-215,787
Closed -$12.2M – 82
2019
Q4 		$12.2M Buy
215,787
+5,617
+3% +$304K 2.02% 17
2019
Q3 		$11.2M Buy
210,170
+3,400
+2% +$168K 2.02% 18
2019
Q2 		$10.2M Buy
206,770
+3,187
+2% +$156K 1.93% 17
2019
Q1 		$9.47M Buy
203,583
+5,988
+3% +$292K 1.81% 18
2018
Q4 		$8.56M Sell
197,595
-973
-0.5% -$46.7K 1.83% 21
2018
Q3 		$9.64M Buy
198,568
+1,110
+0.6% +$57K 1.83% 21
2018
Q2 		$9.96M Buy
197,458
+365
+0.2% +$19.4K 2.01% 19
2018
Q1 		$10.3M Buy
197,093
+3,323
+2% +$179K 2.04% 18
2017
Q4 		$9.63M Buy
193,770
+8,188
+4% +$395K 1.81% 22
2017
Q3 		$8.71M Buy
185,582
+17,665
+11% +$812K 1.65% 25
2017
Q2 		$7.63M Buy
167,917
+5,064
+3% +$220K 1.49% 33
2017
Q1 		$7.28M Buy
+162,853
New +$7.61M 1.44% 33

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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

Richard C. Young & Co's TFC Position: Q1 2020 in Review

Richard C. Young & Co sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 215,787 shares — an estimated $12.2M sold.

Richard C. Young & Co first reported a position in TFC in Q1 2017 and held it in 12 quarters. The position peaked at $12.2M in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • Richard C. Young & Co reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 215,787 Truist Financial shares in Q1 2020, an estimated $12.2M.
  • Richard C. Young & Co first reported a position in Truist Financial in Q1 2017 and held it in 12 quarters.
  • Richard C. Young & Co's Truist Financial position peaked at $12.2M in Q4 2019.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Richard C. Young & Co's 13F filing for Q1 2020, filed 11 May 2020.