San Francisco Sentry Investment Group’s Truist Financial TFC Stock Holding History

San Francisco Sentry Investment 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 Q2	$9K	Hold	162	–	–	﹤0.01%	532
2021 Q1	$9K	Hold	162	–	–	﹤0.01%	551
2020 Q4	$8K	Hold	162	–	–	﹤0.01%	523
2020 Q3	$6K	Hold	162	–	–	﹤0.01%	528
2020 Q2	$6K	Sell	162 -233	-59%	-$8.39K	﹤0.01%	527
2020 Q1	$12K	Sell	395 -1,486	-79%	-$70.3K	0.01%	448
2019 Q4	$106K	Buy	1,881 +669	+55%	+$36.2K	0.05%	277
2019 Q3	$65K	Hold	1,212	–	–	0.03%	338
2019 Q2	$60K	Hold	1,212	–	–	0.03%	351
2019 Q1	$56K	Buy	1,212 +470	+63%	+$22.9K	0.02%	379
2018 Q4	$33K	Buy	742 +137	+23%	+$6.58K	0.02%	418
2018 Q3	$29K	Buy	605 +45	+8%	+$2.31K	0.01%	457
2018 Q2	$28K	Hold	560	–	–	0.01%	448
2018 Q1	$29K	Hold	560	–	–	0.01%	524
2017 Q4	$28K	Hold	560	–	–	0.01%	518
2017 Q3	$26K	Buy	560 +500	+833%	+$23K	0.01%	512
2017 Q2	$3K	Buy	+60	New	+$2.6K	﹤0.01%	666

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

San Francisco Sentry Investment Group's TFC Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Truist Financial (TFC) position steady in Q2 2021 at 162 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

San Francisco Sentry Investment Group first reported a position in TFC in Q2 2017 and has held it in 17 quarters since. The position peaked at $106K in Q4 2019. 1,352 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

San Francisco Sentry Investment Group held 162 shares of Truist Financial worth $9K as of Q2 2021.
San Francisco Sentry Investment Group left its Truist Financial share count unchanged in Q2 2021.
Truist Financial made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #532 holding.
San Francisco Sentry Investment Group first reported a position in Truist Financial in Q2 2017 and has held it in 17 quarters since.
San Francisco Sentry Investment Group's Truist Financial position peaked at $106K in Q4 2019.
1,352 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.