Strategic Wealth Management Group’s Truist Financial TFC Stock Holding History

Strategic Wealth Management Group’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 Q2	$328K	Sell	5,913 -371	-6%	-$21.8K	0.12%	92
2021 Q1	$366K	Hold	6,284	–	–	0.14%	87
2020 Q4	$301K	Sell	6,284 -173	-3%	-$7.83K	0.13%	88
2020 Q3	$246K	Buy	6,457 +231	+4%	+$8.7K	0.12%	96
2020 Q2	$234K	Buy	+6,226	New	+$224K	0.14%	82
2020 Q1	–	Sell	-6,779	Closed	-$382K	–	103
2019 Q4	$382K	Buy	6,779 +2,037	+43%	+$110K	0.25%	56
2019 Q3	$253K	Sell	4,742 -1,619	-25%	-$80.2K	0.18%	66
2019 Q2	$313K	Sell	6,361 -2	-0%	-$98	0.24%	59
2019 Q1	$296K	Buy	6,363 +81	+1%	+$3.95K	0.24%	59
2018 Q4	$272K	Buy	+6,282	New	+$302K	0.26%	62

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

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

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

Strategic Wealth Management Group's TFC Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Truist Financial (TFC) stake by 5.9% in Q2 2021, selling an estimated $21.8K and leaving 5,913 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #92.

Strategic Wealth Management Group first reported a position in TFC in Q4 2018 and has held it in 10 quarters since. The position peaked at $382K in Q4 2019. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Strategic Wealth Management Group held 5,913 shares of Truist Financial worth $328K as of Q2 2021.
Strategic Wealth Management Group sold 371 Truist Financial shares in Q2 2021, an estimated $21.8K.
Truist Financial made up 0.12% of Strategic Wealth Management Group's portfolio in Q2 2021, its #92 holding.
Strategic Wealth Management Group first reported a position in Truist Financial in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Management Group's Truist Financial position peaked at $382K in Q4 2019.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.