Tiverton Asset Management’s Truist Financial TFC Stock Holding History

Tiverton Asset 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
2019 Q3	$3.54M	Buy	+66,280	New	+$3.28M	0.12%	153
2018 Q2	–	Sell	-3,037	Closed	-$158K	–	504
2018 Q1	$158K	Sell	3,037 -6,230	-67%	-$336K	0.01%	357
2017 Q4	$461K	Buy	+9,267	New	+$447K	0.03%	246

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiverton Asset Management's TFC Position: Q3 2019 in Review

Tiverton Asset Management opened a new position in Truist Financial (TFC) in Q3 2019: 66,280 shares worth $3.54M. The stake represents 0.12% of the portfolio and ranks #153 among its holdings. This is a return to the name: Tiverton Asset Management previously reported a position in TFC as recently as Q1 2018.

Tiverton Asset Management first reported a position in TFC in Q4 2017 and has held it in 3 quarters since. 1,032 funds tracked by Wall St. Rank hold TFC as of Q3 2019.

Tiverton Asset Management held 66,280 shares of Truist Financial worth $3.54M as of Q3 2019.
Truist Financial was a new Tiverton Asset Management position in Q3 2019.
Truist Financial made up 0.12% of Tiverton Asset Management's portfolio in Q3 2019, its #153 holding.
Tiverton Asset Management first reported a position in Truist Financial in Q4 2017 and has held it in 3 quarters since.
1,032 funds tracked by Wall St. Rank held Truist Financial as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.