TrueWealth LLC’s Truist Financial TFC Stock Holding History

TrueWealth LLC’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	$397K	Sell	10,572 -454	-4%	-$16.4K	0.17%	81
2020 Q1	$340K	Sell	11,026 -2,913	-21%	-$138K	0.17%	85
2019 Q4	$785K	Buy	13,939 +13,418	+2,575%	+$727K	0.32%	46
2019 Q3	$28K	Hold	521	–	–	0.01%	330
2019 Q2	$26K	Sell	521 -159	-23%	-$7.79K	0.01%	342
2019 Q1	$32K	Buy	680 +159	+31%	+$7.76K	0.01%	316
2018 Q4	$23K	Sell	521 -20	-4%	-$960	0.01%	343
2018 Q3	$26K	Hold	541	–	–	0.01%	355
2018 Q2	$27K	Hold	541	–	–	0.01%	343
2018 Q1	$28K	Sell	541 -4,456	-89%	-$240K	0.01%	320
2017 Q4	$248K	Buy	+4,997	New	+$241K	0.12%	112

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 $298B AUM 21.96% 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

TrueWealth LLC's TFC Position: Q2 2020 in Review

TrueWealth LLC reduced its Truist Financial (TFC) stake by 4.1% in Q2 2020, selling an estimated $16.4K and leaving 10,572 shares worth $397K. The position accounts for 0.17% of the portfolio, ranked #81.

TrueWealth LLC first reported a position in TFC in Q4 2017 and has held it in 11 quarters since. The position peaked at $785K in Q4 2019. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

TrueWealth LLC held 10,572 shares of Truist Financial worth $397K as of Q2 2020.
TrueWealth LLC sold 454 Truist Financial shares in Q2 2020, an estimated $16.4K.
Truist Financial made up 0.17% of TrueWealth LLC's portfolio in Q2 2020, its #81 holding.
TrueWealth LLC first reported a position in Truist Financial in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Truist Financial position peaked at $785K in Q4 2019.
1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.