Secrest Blakey & Associates’s Truist Financial TFC Stock Holding History

Secrest Blakey & Associates’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 Q3	$360K	Buy	9,456 +876	+10%	+$33K	0.82%	36
2020 Q2	$322K	Buy	8,580 +365	+4%	+$13.1K	0.78%	40
2020 Q1	$253K	Buy	8,215 +641	+8%	+$30.3K	0.69%	46
2019 Q4	$427K	Buy	7,574 +391	+5%	+$21.2K	0.94%	39
2019 Q3	$383K	Buy	7,183 +91	+1%	+$4.51K	0.32%	74
2019 Q2	$348K	Buy	7,092 +1,146	+19%	+$56.1K	0.3%	72
2019 Q1	$277K	Buy	5,946 +893	+18%	+$43.6K	0.27%	80
2018 Q4	$219K	Buy	+5,053	New	+$243K	0.18%	92

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Secrest Blakey & Associates's TFC Position: Q3 2020 in Review

Secrest Blakey & Associates increased its Truist Financial (TFC) stake by 10% in Q3 2020, buying an estimated $33K and bringing the position to 9,456 shares worth $360K. The position accounts for 0.82% of the portfolio, ranked #36.

Secrest Blakey & Associates first reported a position in TFC in Q4 2018 and has held it in 8 quarters since. The position peaked at $427K in Q4 2019. 1,161 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

Secrest Blakey & Associates held 9,456 shares of Truist Financial worth $360K as of Q3 2020.
Secrest Blakey & Associates bought 876 Truist Financial shares in Q3 2020, an estimated $33K.
Truist Financial made up 0.82% of Secrest Blakey & Associates's portfolio in Q3 2020, its #36 holding.
Secrest Blakey & Associates first reported a position in Truist Financial in Q4 2018 and has held it in 8 quarters since.
Secrest Blakey & Associates's Truist Financial position peaked at $427K in Q4 2019.
1,161 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.