WealthStone’s Truist Financial TFC Stock Holding History

WealthStone’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 Q1	$2.04M	Buy	34,952 +17,311	+98%	+$949K	0.71%	20
2020 Q4	$846K	Buy	17,641 +11,621	+193%	+$526K	0.3%	50
2020 Q3	$229K	Sell	6,020 -6,943	-54%	-$262K	0.1%	140
2020 Q2	$487K	Buy	+12,963	New	+$467K	0.23%	65
2019 Q3	–	Sell	-30	Closed	-$1.49K	–	549
2019 Q2	$1.49K	Hold	30	–	–	﹤0.01%	595
2019 Q1	$1K	Buy	+30	New	+$1.46K	0.04%	66

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

WealthStone's TFC Position: Q1 2021 in Review

WealthStone increased its Truist Financial (TFC) stake by 98% in Q1 2021, buying an estimated $949K and bringing the position to 34,952 shares worth $2.04M. The position accounts for 0.71% of the portfolio, ranked #20.

WealthStone first reported a position in TFC in Q1 2019 and has held it in 6 quarters since. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

WealthStone held 34,952 shares of Truist Financial worth $2.04M as of Q1 2021.
WealthStone bought 17,311 Truist Financial shares in Q1 2021, an estimated $949K.
Truist Financial made up 0.71% of WealthStone's portfolio in Q1 2021, its #20 holding.
WealthStone first reported a position in Truist Financial in Q1 2019 and has held it in 6 quarters since.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.