Strategic Capital Advisers’s Truist Financial TFC Stock Holding History

Strategic Capital Advisers’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 Q1	–	Sell	-46,167	Closed	-$2.6M	–	57
2019 Q4	$2.6M	Sell	46,167 -275	-0.6%	-$14.9K	2.44%	15
2019 Q3	$2.48M	Buy	46,442 +41	+0.1%	+$2.03K	2.76%	12
2019 Q2	$2.28M	Sell	46,401 -2,663	-5%	-$130K	2.4%	16
2019 Q1	$2.28M	Buy	49,064 +283	+0.6%	+$13.8K	2.47%	16
2018 Q4	$2.11M	Sell	48,781 -18,138	-27%	-$871K	2.27%	19
2018 Q3	$3.25M	Buy	66,919 +4,732	+8%	+$243K	2.31%	19
2018 Q2	$3.18M	Buy	62,187 +21,255	+52%	+$1.13M	2.32%	18
2018 Q1	$2.04M	Hold	40,932	–	–	2.01%	18
2017 Q4	$2.04M	Buy	+40,932	New	+$1.98M	2%	18

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

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

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

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

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

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

Strategic Capital Advisers's TFC Position: Q1 2020 in Review

Strategic Capital Advisers sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 46,167 shares — an estimated $2.6M sold.

Strategic Capital Advisers first reported a position in TFC in Q4 2017 and held it in 9 quarters. The position peaked at $3.25M in Q3 2018. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Strategic Capital Advisers reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Strategic Capital Advisers sold 46,167 Truist Financial shares in Q1 2020, an estimated $2.6M.
Strategic Capital Advisers first reported a position in Truist Financial in Q4 2017 and held it in 9 quarters.
Strategic Capital Advisers's Truist Financial position peaked at $3.25M in Q3 2018.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Strategic Capital Advisers's 13F filing for Q1 2020, filed 12 May 2020.