Wealthcare Capital Management’s Truist Financial TFC Stock Holding History

Wealthcare Capital Management’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	-160	Closed	-$9K	–	598
2021 Q1	$9K	Buy	+160	New	+$8.77K	﹤0.01%	296
2020 Q1	–	Sell	-96	Closed	-$5K	–	601
2019 Q4	$5K	Buy	+96	New	+$5.2K	﹤0.01%	254
2015 Q2	–	Sell	-292	Closed	-$11K	–	809
2015 Q1	$11K	Buy	+292	New	+$11K	﹤0.01%	490

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wealthcare Capital Management's TFC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 160 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in TFC in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Wealthcare Capital Management reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 160 Truist Financial shares in Q2 2021, an estimated $9K.
Wealthcare Capital Management first reported a position in Truist Financial in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Truist Financial position peaked at $11K in Q1 2015.
1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.