WealthTrust-Arizona’s Truist Financial TFC Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$1K	Buy	35 +1	+3%	+$48	﹤0.01%	644
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	606
2018 Q2	$2K	Hold	34	–	–	﹤0.01%	598
2018 Q1	$2K	Hold	34	–	–	﹤0.01%	586
2017 Q4	$2K	Sell	34 -899	-96%	-$43.4K	﹤0.01%	591
2017 Q3	$44K	Buy	933 +300	+47%	+$13.8K	0.02%	179
2017 Q2	$29K	Hold	633	–	–	0.02%	215
2017 Q1	$28K	Hold	633	–	–	0.02%	211
2016 Q4	$30K	Buy	633 +1	+0.2%	+$43	0.02%	200
2016 Q3	$24K	Hold	632	–	–	0.01%	223
2016 Q2	$23K	Buy	632 +32	+5%	+$1.12K	0.01%	220
2016 Q1	$20K	Hold	600	–	–	0.01%	239
2015 Q4	$23K	Hold	600	–	–	0.01%	230
2015 Q3	$21K	Hold	600	–	–	0.01%	256
2015 Q2	$24K	Buy	+600	New	+$23.7K	0.01%	251

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust-Arizona's TFC Position: Q4 2018 in Review

WealthTrust-Arizona increased its Truist Financial (TFC) stake by 2.9% in Q4 2018, buying an estimated $48 and bringing the position to 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

WealthTrust-Arizona first reported a position in TFC in Q2 2015 and has held it in 15 quarters since. The position peaked at $44K in Q3 2017. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

WealthTrust-Arizona held 35 shares of Truist Financial worth $1K as of Q4 2018.
WealthTrust-Arizona bought 1 Truist Financial share in Q4 2018, an estimated $48.
Truist Financial made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #644 holding.
WealthTrust-Arizona first reported a position in Truist Financial in Q2 2015 and has held it in 15 quarters since.
WealthTrust-Arizona's Truist Financial position peaked at $44K in Q3 2017.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.