W
TFC icon

WealthShield’s Truist Financial TFC Stock Holding History

WealthShield’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
2017
Q4 		$1.26M Buy
+25,292
New +$1.22M 0.77% 28

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthShield's TFC Position: Q4 2017 in Review

WealthShield opened a new position in Truist Financial (TFC) in Q4 2017: 25,292 shares worth $1.26M. The stake represents 0.77% of the portfolio and ranks #28 among its holdings.

984 funds tracked by Wall St. Rank hold TFC as of Q4 2017.

  • WealthShield held 25,292 shares of Truist Financial worth $1.26M as of Q4 2017.
  • Truist Financial was a new WealthShield position in Q4 2017.
  • Truist Financial made up 0.77% of WealthShield's portfolio in Q4 2017, its #28 holding.
  • 984 funds tracked by Wall St. Rank held Truist Financial as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.