Stewardship Financial Advisors’s Truist Financial TFC Stock Holding History

Stewardship Financial 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
2021 Q1	$325K	Sell	5,579 -100	-2%	-$5.48K	0.11%	48
2020 Q4	$272K	Hold	5,679	–	–	0.1%	51
2020 Q3	$216K	Hold	5,679	–	–	0.09%	52
2020 Q2	$213K	Buy	+5,679	New	+$205K	0.09%	51
2020 Q1	–	Sell	-6,224	Closed	-$351K	–	83
2019 Q4	$351K	Buy	+6,224	New	+$337K	0.13%	42
2016 Q3	–	Sell	-7,599	Closed	-$271K	–	45
2016 Q2	$271K	Buy	7,599 +60	+0.8%	+$2.1K	0.18%	40
2016 Q1	$251K	Hold	7,539	–	–	0.2%	41
2015 Q4	$285K	Buy	+7,539	New	+$284K	0.23%	60

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stewardship Financial Advisors's TFC Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Truist Financial (TFC) stake by 1.8% in Q1 2021, selling an estimated $5.48K and leaving 5,579 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #48.

Stewardship Financial Advisors first reported a position in TFC in Q4 2015 and has held it in 8 quarters since. The position peaked at $351K in Q4 2019. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Stewardship Financial Advisors held 5,579 shares of Truist Financial worth $325K as of Q1 2021.
Stewardship Financial Advisors sold 100 Truist Financial shares in Q1 2021, an estimated $5.48K.
Truist Financial made up 0.11% of Stewardship Financial Advisors's portfolio in Q1 2021, its #48 holding.
Stewardship Financial Advisors first reported a position in Truist Financial in Q4 2015 and has held it in 8 quarters since.
Stewardship Financial Advisors's Truist Financial position peaked at $351K in Q4 2019.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.