SHGA
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Sand Hill Global Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-13,007
Closed -$733K 138
2019
Q4
$733K Buy
13,007
+83
+0.6% +$4.68K 0.07% 88
2019
Q3
$690K Buy
+12,924
New +$690K 0.06% 82