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RPG Investment Advisory’s Truist Financial TFC Stock Holding History

RPG Investment Advisory’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
2018
Q1 		– Sell
-155
Closed -$8K – 448
2017
Q4 		$8K Hold
155
– – ﹤0.01% 301
2017
Q3 		$7K Buy
+155
New +$7.13K ﹤0.01% 270

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RPG Investment Advisory's TFC Position: Q1 2018 in Review

RPG Investment Advisory sold out of Truist Financial (TFC) in Q1 2018, closing a stake of 155 shares — an estimated $8K sold.

RPG Investment Advisory first reported a position in TFC in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 1,030 funds tracked by Wall St. Rank hold TFC as of Q1 2018.

  • RPG Investment Advisory reported no remaining Truist Financial position as of Q1 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 155 Truist Financial shares in Q1 2018, an estimated $8K.
  • RPG Investment Advisory first reported a position in Truist Financial in Q3 2017 and held it in 2 quarters.
  • RPG Investment Advisory's Truist Financial position peaked at $8K in Q4 2017.
  • 1,030 funds tracked by Wall St. Rank held Truist Financial as of Q1 2018.

Based on RPG Investment Advisory's 13F filing for Q1 2018, filed 15 May 2018.