SWS Partners’s Truist Financial TFC Stock Holding History

SWS Partners’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	-34,300	Closed	-$1.06M	–	112
2020 Q1	$1.06M	Buy	+34,300	New	+$1.62M	0.76%	47
2019 Q3	$1.73M	Sell	31,632 -622	-2%	-$30.8K	1.02%	34
2019 Q2	$1.65M	Buy	+32,254	New	+$1.58M	1.05%	31
2018 Q4	$1.44M	Buy	33,167 +3,420	+11%	+$164K	1.09%	41
2018 Q3	$1.87M	Sell	29,747 -8,703	-23%	-$447K	1.19%	39
2018 Q2	$1.94M	Buy	38,450 +4,999	+15%	+$266K	1.36%	31
2018 Q1	$1.7M	Sell	33,451 -8,624	-20%	-$464K	1.26%	25
2017 Q4	$2.09M	Buy	+42,075	New	+$2.03M	1.57%	15

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SWS Partners's TFC Position: Q2 2020 in Review

SWS Partners sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 34,300 shares — an estimated $1.06M sold.

SWS Partners first reported a position in TFC in Q4 2017 and held it in 8 quarters. The position peaked at $2.09M in Q4 2017. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

SWS Partners reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
SWS Partners sold 34,300 Truist Financial shares in Q2 2020, an estimated $1.06M.
SWS Partners first reported a position in Truist Financial in Q4 2017 and held it in 8 quarters.
SWS Partners's Truist Financial position peaked at $2.09M in Q4 2017.
1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on SWS Partners's 13F filing for Q2 2020, filed 13 Aug 2020.