Strategy Asset Managers’s Truist Financial TFC Stock Holding History

Strategy Asset Managers’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	-4,273	Closed	-$241K	–	217
2019 Q4	$241K	Buy	+4,273	New	+$231K	0.06%	182

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

Strategy Asset Managers's TFC Position: Q1 2020 in Review

Strategy Asset Managers sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 4,273 shares — an estimated $241K sold.

Strategy Asset Managers first reported a position in TFC in Q4 2019 and held it in 1 quarter. The position peaked at $241K in Q4 2019. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

Strategy Asset Managers reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
Strategy Asset Managers sold 4,273 Truist Financial shares in Q1 2020, an estimated $241K.
Strategy Asset Managers first reported a position in Truist Financial in Q4 2019 and held it in 1 quarter.
Strategy Asset Managers's Truist Financial position peaked at $241K in Q4 2019.
1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on Strategy Asset Managers's 13F filing for Q1 2020, filed 14 May 2020.