SIAG
TFC icon

Safeguard Investment Advisory Group’s Truist Financial TFC Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-119
Closed -$5K – 644
2020
Q4 		$5K Buy
+119
New +$5.39K ﹤0.01% 539

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Safeguard Investment Advisory Group's TFC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 119 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in TFC in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 119 Truist Financial shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Truist Financial in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Truist Financial position peaked at $5K in Q4 2020.
  • 1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.