Stelac Advisory Services’s Truist Financial TFC Stock Holding History

Stelac Advisory Services’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 Q2	–	Sell	-3,316	Closed	-$144K	–	124
2019 Q1	$144K	Hold	3,316	–	–	0.07%	79
2018 Q4	$144K	Sell	3,316 -1,262	-28%	-$60.6K	0.07%	72
2018 Q3	$222K	Buy	+4,578	New	+$235K	0.07%	70

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stelac Advisory Services's TFC Position: Q2 2019 in Review

Stelac Advisory Services sold out of Truist Financial (TFC) in Q2 2019, closing a stake of 3,316 shares — an estimated $144K sold.

Stelac Advisory Services first reported a position in TFC in Q3 2018 and held it in 3 quarters. The position peaked at $222K in Q3 2018. 1,043 funds tracked by Wall St. Rank hold TFC as of Q2 2019.

Stelac Advisory Services reported no remaining Truist Financial position as of Q2 2019 after selling out during the quarter.
Stelac Advisory Services sold 3,316 Truist Financial shares in Q2 2019, an estimated $144K.
Stelac Advisory Services first reported a position in Truist Financial in Q3 2018 and held it in 3 quarters.
Stelac Advisory Services's Truist Financial position peaked at $222K in Q3 2018.
1,043 funds tracked by Wall St. Rank held Truist Financial as of Q2 2019.

Based on Stelac Advisory Services's 13F filing for Q2 2019, filed 29 Jul 2019.