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Weaver Consulting Group’s Truist Financial TFC Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-278
Closed -$11K – 820
2020
Q3 		$11K Hold
278
– – 0.01% 550
2020
Q2 		$10K Buy
278
+61
+28% +$2.2K 0.01% 544
2020
Q1 		$7K Hold
217
– – ﹤0.01% 522
2019
Q4 		$12K Hold
217
– – 0.01% 452
2019
Q3 		$11K Hold
217
– – 0.01% 460
2019
Q2 		$11K Sell
217
-191
-47% -$9.36K 0.01% 442
2019
Q1 		$20K Buy
+408
New +$19.9K 0.01% 736

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Weaver Consulting Group's TFC Position: Q4 2020 in Review

Weaver Consulting Group sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 278 shares — an estimated $11K sold.

Weaver Consulting Group first reported a position in TFC in Q1 2019 and held it in 7 quarters. The position peaked at $20K in Q1 2019. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Weaver Consulting Group reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 278 Truist Financial shares in Q4 2020, an estimated $11K.
  • Weaver Consulting Group first reported a position in Truist Financial in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Truist Financial position peaked at $20K in Q1 2019.
  • 1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.