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Wealthspire Advisors (Maryland)’s Truist Financial TFC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.05M Sell
27,573
-530
-2% -$20K 0.04% 186
2020
Q2 		$1.05M Sell
28,103
-2,456
-8% -$88.5K 0.08% 152
2020
Q1 		$942K Buy
30,559
+117
+0.4% +$5.53K 0.08% 141
2019
Q4 		$1.71M Buy
30,442
+16,003
+111% +$867K 0.12% 109
2019
Q3 		$771K Sell
14,439
-78
-0.5% -$3.87K 0.06% 184
2019
Q2 		$713K Sell
14,517
-459
-3% -$22.5K 0.05% 191
2019
Q1 		$697K Buy
14,976
+857
+6% +$41.8K 0.05% 196
2018
Q4 		$612K Buy
14,119
+132
+0.9% +$6.34K 0.05% 185
2018
Q3 		$679K Sell
13,987
-1,131
-7% -$58K 0.06% 193
2018
Q2 		$763K Buy
15,118
+784
+5% +$41.7K 0.07% 165
2018
Q1 		$746K Sell
14,334
-111
-0.8% -$5.98K 0.07% 171
2017
Q4 		$718K Buy
14,445
+728
+5% +$35.1K 0.07% 184
2017
Q3 		$644K Sell
13,717
-93
-0.7% -$4.28K 0.07% 197
2017
Q2 		$627K Buy
13,810
+6,305
+84% +$274K 0.07% 183
2017
Q1 		$335K Sell
7,505
-76
-1% -$3.55K 0.05% 265
2016
Q4 		$356K Buy
7,581
+125
+2% +$5.32K 0.05% 239
2016
Q3 		$281K Sell
7,456
-511
-6% -$19K 0.04% 290
2016
Q2 		$284K Buy
7,967
+315
+4% +$11K 0.05% 267
2016
Q1 		$255K Sell
7,652
-746
-9% -$24.8K 0.05% 294
2015
Q4 		$318K Buy
+8,398
New +$316K 0.06% 243

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TFC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Truist Financial (TFC) stake by 1.9% in Q3 2020, selling an estimated $20K and leaving 27,573 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #186.

Wealthspire Advisors (Maryland) first reported a position in TFC in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2019. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 27,573 shares of Truist Financial worth $1.05M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 530 Truist Financial shares in Q3 2020, an estimated $20K.
  • Truist Financial made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #186 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Truist Financial in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Truist Financial position peaked at $1.71M in Q4 2019.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.