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Ruggie Capital Group’s Truist Financial TFC Stock Holding History

Ruggie Capital Group’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 		$19K Buy
+500
New +$18.8K 0.98% 34
2019
Q1 		– Sell
-34
Closed -$1K – 430
2018
Q4 		$1K Buy
+34
New +$1.63K ﹤0.01% 473

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
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

Ruggie Capital Group's TFC Position: Q3 2020 in Review

Ruggie Capital Group opened a new position in Truist Financial (TFC) in Q3 2020: 500 shares worth $19K. The stake represents 0.98% of the portfolio and ranks #34 among its holdings. This is a return to the name: Ruggie Capital Group previously reported a position in TFC as recently as Q4 2018.

Ruggie Capital Group first reported a position in TFC in Q4 2018 and has held it in 2 quarters since. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Ruggie Capital Group held 500 shares of Truist Financial worth $19K as of Q3 2020.
  • Truist Financial was a new Ruggie Capital Group position in Q3 2020.
  • Truist Financial made up 0.98% of Ruggie Capital Group's portfolio in Q3 2020, its #34 holding.
  • Ruggie Capital Group first reported a position in Truist Financial in Q4 2018 and has held it in 2 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Ruggie Capital Group's 13F filing for Q3 2020, filed 29 Oct 2020.