WealthOne’s Truist Financial TFC Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-100	Closed	-$4K	–	494
2018 Q4	$4K	Buy	+100	New	+$4.8K	﹤0.01%	503

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthOne's TFC Position: Q1 2019 in Review

WealthOne sold out of Truist Financial (TFC) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

WealthOne first reported a position in TFC in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 1,051 funds tracked by Wall St. Rank hold TFC as of Q1 2019.

WealthOne reported no remaining Truist Financial position as of Q1 2019 after selling out during the quarter.
WealthOne sold 100 Truist Financial shares in Q1 2019, an estimated $4K.
WealthOne first reported a position in Truist Financial in Q4 2018 and held it in 1 quarter.
WealthOne's Truist Financial position peaked at $4K in Q4 2018.
1,051 funds tracked by Wall St. Rank held Truist Financial as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.