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Waddell & Reed Financial’s Truist Financial TFC Stock Holding History

Waddell & Reed 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
2018
Q4 		– Sell
-8,363
Closed -$406K – 549
2018
Q3 		$406K Buy
+8,363
New +$429K ﹤0.01% 540
2017
Q4 		– Sell
-7,532
Closed -$354K – 558
2017
Q3 		$354K Sell
7,532
-500
-6% -$23K ﹤0.01% 516
2017
Q2 		$365K Buy
8,032
+1,788
+29% +$77.6K ﹤0.01% 529
2017
Q1 		$279K Buy
+6,244
New +$292K ﹤0.01% 534

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waddell & Reed Financial's TFC Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 8,363 shares — an estimated $406K sold.

Waddell & Reed Financial first reported a position in TFC in Q1 2017 and held it in 4 quarters. The position peaked at $406K in Q3 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 8,363 Truist Financial shares in Q4 2018, an estimated $406K.
  • Waddell & Reed Financial first reported a position in Truist Financial in Q1 2017 and held it in 4 quarters.
  • Waddell & Reed Financial's Truist Financial position peaked at $406K in Q3 2018.
  • 1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.