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Strategic Financial Services’s Truist Financial TFC Stock Holding History

Strategic Financial 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
2020
Q2 		– Sell
-76,987
Closed -$2.37M – 128
2020
Q1 		$2.37M Sell
76,987
-12,154
-14% -$575K 0.32% 60
2019
Q4 		$5.02M Sell
89,141
-14,432
-14% -$781K 0.58% 41
2019
Q3 		$5.53M Sell
103,573
-2,527
-2% -$125K 0.71% 39
2019
Q2 		$5.21M Sell
106,100
-1,890
-2% -$92.6K 0.69% 41
2019
Q1 		$5.03M Sell
107,990
-1,950
-2% -$95.1K 0.69% 39
2018
Q4 		$4.76M Buy
109,940
+550
+0.5% +$26.4K 0.75% 36
2018
Q3 		$5.31M Sell
109,390
-3,335
-3% -$171K 0.79% 31
2018
Q2 		$5.69M Buy
112,725
+1,649
+1% +$87.6K 0.88% 24
2018
Q1 		$5.78M Sell
111,076
-1,419
-1% -$76.4K 0.94% 19
2017
Q4 		$5.59M Sell
112,495
-950
-0.8% -$45.9K 0.88% 20
2017
Q3 		$5.33M Buy
113,445
+1,085
+1% +$49.9K 0.88% 24
2017
Q2 		$5.1M Buy
112,360
+805
+0.7% +$35K 0.89% 23
2017
Q1 		$4.99M Sell
111,555
-20,430
-15% -$955K 0.91% 20
2016
Q4 		$6.21M Sell
131,985
-2,310
-2% -$98.3K 1.19% 13
2016
Q3 		$5.07M Buy
134,295
+270
+0.2% +$10.1K 1.01% 15
2016
Q2 		$4.94M Buy
134,025
+31,485
+31% +$1.1M 0.99% 17
2016
Q1 		$3.41M Buy
102,540
+43,655
+74% +$1.45M 0.79% 42
2015
Q4 		$2.23M Buy
+58,885
New +$2.22M 0.58% 78

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Financial Services's TFC Position: Q2 2020 in Review

Strategic Financial Services sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 76,987 shares — an estimated $2.37M sold.

Strategic Financial Services first reported a position in TFC in Q4 2015 and held it in 18 quarters. The position peaked at $6.21M in Q4 2016. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Strategic Financial Services reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • Strategic Financial Services sold 76,987 Truist Financial shares in Q2 2020, an estimated $2.37M.
  • Strategic Financial Services first reported a position in Truist Financial in Q4 2015 and held it in 18 quarters.
  • Strategic Financial Services's Truist Financial position peaked at $6.21M in Q4 2016.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Strategic Financial Services's 13F filing for Q2 2020, filed 11 Aug 2020.