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SVA Wealth Management’s Truist Financial TFC Stock Holding History

SVA Wealth Management’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
-11,894
Closed -$670K – 210
2019
Q4 		$670K Buy
11,894
+893
+8% +$48.4K 0.06% 136
2019
Q3 		$587K Sell
11,001
-744
-6% -$36.9K 0.06% 138
2019
Q2 		$577K Sell
11,745
-2,712
-19% -$133K 0.06% 142
2019
Q1 		$673K Sell
14,457
-555
-4% -$27.1K 0.07% 139
2018
Q4 		$650K Sell
15,012
-813
-5% -$39K 0.07% 133
2018
Q3 		$768K Sell
15,825
-170
-1% -$8.72K 0.08% 130
2018
Q2 		$807K Sell
15,995
-888
-5% -$47.2K 0.09% 127
2018
Q1 		$793K Buy
16,883
+631
+4% +$34K 0.1% 124
2017
Q4 		$808K Sell
16,252
-631
-4% -$30.5K 0.09% 125
2017
Q3 		$793K Sell
16,883
-242
-1% -$11.1K 0.1% 124
2017
Q2 		$778K Sell
17,125
-63
-0.4% -$2.74K 0.1% 123
2017
Q1 		$768K Sell
17,188
-14,720
-46% -$688K 0.1% 121
2016
Q4 		$1.5M Sell
31,908
-10,337
-24% -$440K 0.22% 96
2016
Q3 		$1.59M Sell
42,245
-1,200
-3% -$44.7K 0.25% 90
2016
Q2 		$1.55M Buy
43,445
+200
+0.5% +$6.99K 0.25% 92
2016
Q1 		$1.44M Sell
43,245
-8,930
-17% -$297K 0.24% 95
2015
Q4 		$1.97M Buy
52,175
+10,697
+26% +$402K 0.34% 83
2015
Q3 		$1.48M Buy
41,478
+3,440
+9% +$133K 0.28% 95
2015
Q2 		$1.53M Buy
38,038
+728
+2% +$28.8K 0.28% 94
2015
Q1 		$1.46M Buy
37,310
+11,953
+47% +$450K 0.27% 96
2014
Q4 		$986K Buy
25,357
+3,753
+17% +$141K 0.36% 71
2014
Q3 		$804K Buy
21,604
+1,795
+9% +$67.8K 0.34% 70
2014
Q2 		$781K Buy
19,809
+890
+5% +$34.1K 0.33% 71
2014
Q1 		$760K Buy
18,919
+1,572
+9% +$60.2K 0.36% 65
2013
Q4 		$647K Buy
+17,347
New +$599K 0.39% 66

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SVA Wealth Management's TFC Position: Q1 2020 in Review

SVA Wealth Management sold out of Truist Financial (TFC) in Q1 2020, closing a stake of 11,894 shares — an estimated $670K sold.

SVA Wealth Management first reported a position in TFC in Q4 2013 and held it in 25 quarters. The position peaked at $1.97M in Q4 2015. 1,151 funds tracked by Wall St. Rank hold TFC as of Q1 2020.

  • SVA Wealth Management reported no remaining Truist Financial position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 11,894 Truist Financial shares in Q1 2020, an estimated $670K.
  • SVA Wealth Management first reported a position in Truist Financial in Q4 2013 and held it in 25 quarters.
  • SVA Wealth Management's Truist Financial position peaked at $1.97M in Q4 2015.
  • 1,151 funds tracked by Wall St. Rank held Truist Financial as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.