Truist Financial
REFR icon

Truist Financial’s Research Frontiers REFR Stock Holding History

Truist Financial’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,370
Closed -$32K – 2716
2020
Q4 		$32K Sell
11,370
-1,902
-14% -$5.37K ﹤0.01% 2514
2020
Q3 		$36K Buy
+13,272
New +$38.5K ﹤0.01% 2403

Other funds holding REFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial's REFR Position: Q1 2021 in Review

Truist Financial sold out of Research Frontiers (REFR) in Q1 2021, closing a stake of 11,370 shares — an estimated $32K sold.

Truist Financial first reported a position in REFR in Q3 2020 and held it in 2 quarters. The position peaked at $36K in Q3 2020. 54 funds tracked by Wall St. Rank hold REFR as of Q1 2021.

  • Truist Financial reported no remaining Research Frontiers position as of Q1 2021 after selling out during the quarter.
  • Truist Financial sold 11,370 Research Frontiers shares in Q1 2021, an estimated $32K.
  • Truist Financial first reported a position in Research Frontiers in Q3 2020 and held it in 2 quarters.
  • Truist Financial's Research Frontiers position peaked at $36K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.