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Wealthstreet Investment Advisors’s Truist Financial TFC Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-15,795
Closed -$921K – 299
2021
Q1 		$921K Hold
15,795
– – 0.09% 178
2020
Q4 		$757K Buy
15,795
+253
+2% +$11.5K 0.08% 187
2020
Q3 		$591K Hold
15,542
– – 0.07% 203
2020
Q2 		$584K Hold
15,542
– – 0.07% 188
2020
Q1 		$479K Sell
15,542
-55
-0.4% -$2.6K 0.07% 199
2019
Q4 		$878K Buy
15,597
+5,115
+49% +$277K 0.1% 161
2019
Q3 		$569K Hold
10,482
– – 0.07% 204
2019
Q2 		$515K Sell
10,482
-1,908
-15% -$93.5K 0.07% 221
2019
Q1 		$577K Hold
12,390
– – 0.08% 201
2018
Q4 		$610K Sell
12,390
-5,500
-31% -$264K 0.09% 189
2018
Q3 		$868K Hold
17,890
– – 0.11% 172
2018
Q2 		$902K Hold
17,890
– – 0.12% 164
2018
Q1 		$931K Hold
17,890
– – 0.12% 160
2017
Q4 		$889K Buy
+17,890
New +$864K 0.11% 168

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthstreet Investment Advisors's TFC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 15,795 shares — an estimated $921K sold.

Wealthstreet Investment Advisors first reported a position in TFC in Q4 2017 and held it in 14 quarters. The position peaked at $931K in Q1 2018. 1,352 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 15,795 Truist Financial shares in Q2 2021, an estimated $921K.
  • Wealthstreet Investment Advisors first reported a position in Truist Financial in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Truist Financial position peaked at $931K in Q1 2018.
  • 1,352 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.