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Valley Brook Capital Group’s Truist Financial TFC Stock Holding History

Valley Brook Capital Group’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
Q2 		– Sell
-240
Closed -$13K – 393
2021
Q1 		$13K Buy
240
+90
+60% +$4.93K 0.01% 350
2020
Q4 		$7K Buy
+150
New +$6.79K 0.01% 347

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Valley Brook Capital Group's TFC Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 240 shares — an estimated $13K sold.

Valley Brook Capital Group first reported a position in TFC in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 240 Truist Financial shares in Q2 2021, an estimated $13K.
  • Valley Brook Capital Group first reported a position in Truist Financial in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Truist Financial position peaked at $13K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.