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Sound View Wealth Advisors’s Truist Financial TFC Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$546K Sell
11,727
-1,767
-13% -$86.2K 0.17% 131
2018
Q4 		$585K Buy
+13,494
New +$648K 0.21% 115

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's TFC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Truist Financial (TFC) stake by 13% in Q1 2019, selling an estimated $86.2K and leaving 11,727 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #131.

Sound View Wealth Advisors first reported a position in TFC in Q4 2018 and has held it in 2 quarters since. The position peaked at $585K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

  • Sound View Wealth Advisors held 11,727 shares of Truist Financial worth $546K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,767 Truist Financial shares in Q1 2019, an estimated $86.2K.
  • Truist Financial made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #131 holding.
  • Sound View Wealth Advisors first reported a position in Truist Financial in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Truist Financial position peaked at $585K in Q4 2018.
  • 1,050 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.