Sara-Bay Financial’s Truist Financial TFC Stock Holding History

Sara-Bay Financial’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 Q4	–	Sell	-2,320	Closed	-$88K	–	79
2020 Q3	$88K	Buy	+2,320	New	+$87.4K	0.05%	72

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Sara-Bay Financial's TFC Position: Q4 2020 in Review

Sara-Bay Financial sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 2,320 shares — an estimated $88K sold.

Sara-Bay Financial first reported a position in TFC in Q3 2020 and held it in 1 quarter. The position peaked at $88K in Q3 2020. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Sara-Bay Financial reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
Sara-Bay Financial sold 2,320 Truist Financial shares in Q4 2020, an estimated $88K.
Sara-Bay Financial first reported a position in Truist Financial in Q3 2020 and held it in 1 quarter.
Sara-Bay Financial's Truist Financial position peaked at $88K in Q3 2020.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Sara-Bay Financial's 13F filing for Q4 2020, filed 15 Jan 2021.