TF
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TLWM Financial’s Truist Financial TFC Stock Holding History

TLWM Financial’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
-11,570
Closed -$356K – 62
2020
Q1 		$356K Buy
11,570
+96
+0.8% +$4.54K 0.21% 45
2019
Q4 		$642K Sell
11,474
-3
-0% -$162 0.31% 30
2019
Q3 		$609K Sell
11,477
-412
-3% -$20.4K 0.31% 28
2019
Q2 		$583K Sell
11,889
-361
-3% -$17.7K 0.34% 28
2019
Q1 		$570K Sell
12,250
-653
-5% -$31.9K 0.32% 29
2018
Q4 		$594K Buy
12,903
+783
+6% +$37.6K 0.36% 30
2018
Q3 		$588K Buy
12,120
+62
+0.5% +$3.18K 0.34% 30
2018
Q2 		$608K Sell
12,058
-74
-0.6% -$3.93K 0.38% 26
2018
Q1 		$630K Buy
12,132
+425
+4% +$22.9K 0.42% 23
2017
Q4 		$582K Buy
+11,707
New +$565K 0.45% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TLWM Financial's TFC Position: Q2 2020 in Review

TLWM Financial sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 11,570 shares — an estimated $356K sold.

TLWM Financial first reported a position in TFC in Q4 2017 and held it in 10 quarters. The position peaked at $642K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • TLWM Financial reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
  • TLWM Financial sold 11,570 Truist Financial shares in Q2 2020, an estimated $356K.
  • TLWM Financial first reported a position in Truist Financial in Q4 2017 and held it in 10 quarters.
  • TLWM Financial's Truist Financial position peaked at $642K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on TLWM Financial's 13F filing for Q2 2020, filed 7 Aug 2020.