Weather Gauge Advisory’s Truist Financial TFC Stock Holding History

Weather Gauge Advisory’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 Q3	$3.34M	Sell	56,920 -1,802	-3%	-$101K	4.05%	5
2021 Q2	$3.26M	Sell	58,722 -963	-2%	-$56.6K	3.79%	5
2021 Q1	$3.48M	Sell	59,685 -3,868	-6%	-$212K	4.11%	5
2020 Q4	$3.05M	Sell	63,553 -3,702	-6%	-$168K	3.54%	5
2020 Q3	$2.56M	Sell	67,255 -1,572	-2%	-$59.2K	3.02%	8
2020 Q2	$2.58M	Sell	68,827 -10,634	-13%	-$383K	3.09%	8
2020 Q1	$2.45M	Sell	79,461 -307	-0.4%	-$14.5K	2.96%	7
2019 Q4	$4.49M	Buy	79,768 +1,320	+2%	+$71.5K	3.96%	4
2019 Q3	$4.19M	Buy	78,448 +170	+0.2%	+$8.43K	3.92%	3
2019 Q2	$3.85M	Buy	78,278 +206	+0.3%	+$10.1K	3.69%	3
2019 Q1	$3.63M	Buy	78,072 +31	+0%	+$1.51K	3.53%	3
2018 Q4	$3.38M	Buy	+78,041	New	+$3.75M	3.7%	3

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Weather Gauge Advisory's TFC Position: Q3 2021 in Review

Weather Gauge Advisory reduced its Truist Financial (TFC) stake by 3.1% in Q3 2021, selling an estimated $101K and leaving 56,920 shares worth $3.34M. The position accounts for 4.05% of the portfolio, ranked #5.

Weather Gauge Advisory first reported a position in TFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.49M in Q4 2019. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Weather Gauge Advisory held 56,920 shares of Truist Financial worth $3.34M as of Q3 2021.
Weather Gauge Advisory sold 1,802 Truist Financial shares in Q3 2021, an estimated $101K.
Truist Financial made up 4.05% of Weather Gauge Advisory's portfolio in Q3 2021, its #5 holding.
Weather Gauge Advisory first reported a position in Truist Financial in Q4 2018 and has held it in 12 quarters since.
Weather Gauge Advisory's Truist Financial position peaked at $4.49M in Q4 2019.
1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.