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Wealthfront’s Truist Financial TFC Stock Holding History

Wealthfront’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
Q3 		$1.81M Buy
37,342
+2,427
+7% +$125K 0.02% 138
2018
Q2 		$1.76M Buy
34,915
+460
+1% +$24.4K 0.02% 140
2018
Q1 		$1.79M Buy
34,455
+4,678
+16% +$252K 0.02% 149
2017
Q4 		$1.48M Buy
29,777
+2,137
+8% +$103K 0.02% 164
2017
Q3 		$1.3M Buy
27,640
+6,746
+32% +$310K 0.02% 150
2017
Q2 		$949K Buy
20,894
+3,885
+23% +$169K 0.01% 157
2017
Q1 		$760K Buy
17,009
+363
+2% +$17K 0.01% 160
2016
Q4 		$783K Buy
16,646
+1,343
+9% +$57.1K 0.02% 139
2016
Q3 		$577K Buy
15,303
+808
+6% +$30.1K 0.01% 163
2016
Q2 		$516K Buy
14,495
+7,154
+97% +$250K 0.01% 167
2016
Q1 		$244K Sell
7,341
-1,276
-15% -$42.4K 0.01% 279
2015
Q4 		$326K Buy
8,617
+3,579
+71% +$135K 0.01% 200
2015
Q3 		$179K Sell
5,038
-1,386
-22% -$53.5K 0.01% 297
2015
Q2 		$259K Buy
6,424
+1,159
+22% +$45.9K 0.01% 215
2015
Q1 		$205K Sell
5,265
-1,113
-17% -$41.9K 0.01% 240
2014
Q4 		$248K Buy
6,378
+3,945
+162% +$148K 0.01% 161
2014
Q3 		$91K Sell
2,433
-420
-15% -$15.9K 0.01% 298
2014
Q2 		$114K Sell
2,853
-474
-14% -$18.2K 0.01% 196
2014
Q1 		$135K Buy
+3,327
New +$127K 0.02% 90

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthfront's TFC Position: Q3 2018 in Review

Wealthfront increased its Truist Financial (TFC) stake by 7% in Q3 2018, buying an estimated $125K and bringing the position to 37,342 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #138.

Wealthfront first reported a position in TFC in Q1 2014 and has held it in 19 quarters since. 1,026 funds tracked by Wall St. Rank hold TFC as of Q3 2018.

  • Wealthfront held 37,342 shares of Truist Financial worth $1.81M as of Q3 2018.
  • Wealthfront bought 2,427 Truist Financial shares in Q3 2018, an estimated $125K.
  • Truist Financial made up 0.02% of Wealthfront's portfolio in Q3 2018, its #138 holding.
  • Wealthfront first reported a position in Truist Financial in Q1 2014 and has held it in 19 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Truist Financial as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.