TRUE Private Wealth Advisors’s Truist Financial TFC Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-1,161	Closed	-$55K	–	649
2020 Q4	$55K	Sell	1,161 -39	-3%	-$1.77K	0.01%	344
2020 Q3	$45K	Hold	1,200	–	–	0.01%	338
2020 Q2	$45K	Sell	1,200 -3,320	-73%	-$120K	0.01%	325
2020 Q1	$139K	Sell	4,520 -4,075	-47%	-$193K	0.03%	166
2019 Q4	$484K	Buy	+8,595	New	+$465K	0.07%	136
2019 Q3	–	Sell	-1,047	Closed	-$51K	–	660
2019 Q2	$51K	Sell	1,047 -5,147	-83%	-$252K	0.01%	344
2019 Q1	$288K	Buy	6,194 +721	+13%	+$35.2K	0.05%	158
2018 Q4	$237K	Buy	5,473 +411	+8%	+$19.7K	0.04%	205
2018 Q3	$246K	Sell	5,062 -31	-0.6%	-$1.59K	0.03%	240
2018 Q2	$256K	Buy	+5,093	New	+$271K	0.04%	233

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TRUE Private Wealth Advisors's TFC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 1,161 shares — an estimated $55K sold.

TRUE Private Wealth Advisors first reported a position in TFC in Q2 2018 and held it in 10 quarters. The position peaked at $484K in Q4 2019. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,161 Truist Financial shares in Q1 2021, an estimated $55K.
TRUE Private Wealth Advisors first reported a position in Truist Financial in Q2 2018 and held it in 10 quarters.
TRUE Private Wealth Advisors's Truist Financial position peaked at $484K in Q4 2019.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.