Sageworth Trust’s Truist Financial TFC Stock Holding History

Sageworth Trust’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	-713	Closed	-$34K	–	292
2020 Q4	$34K	Buy	+713	New	+$32.3K	﹤0.01%	138
2019 Q2	–	Sell	-120	Closed	-$6K	–	273
2019 Q1	$6K	Buy	+120	New	+$5.85K	﹤0.01%	187
2018 Q4	–	Sell	-1,156	Closed	-$56K	–	219
2018 Q3	$56K	Hold	1,156	–	–	0.01%	84
2018 Q2	$58K	Buy	+1,156	New	+$61.4K	0.01%	41
2015 Q1	–	Sell	-5,473	Closed	-$213K	–	77
2014 Q4	$213K	Buy	+5,473	New	+$206K	0.06%	91

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sageworth Trust's TFC Position: Q1 2021 in Review

Sageworth Trust sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 713 shares — an estimated $34K sold.

Sageworth Trust first reported a position in TFC in Q4 2014 and held it in 5 quarters. The position peaked at $213K in Q4 2014. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Sageworth Trust reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
Sageworth Trust sold 713 Truist Financial shares in Q1 2021, an estimated $34K.
Sageworth Trust first reported a position in Truist Financial in Q4 2014 and held it in 5 quarters.
Sageworth Trust's Truist Financial position peaked at $213K in Q4 2014.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Sageworth Trust's 13F filing for Q1 2021, filed 13 May 2021.