Weld Capital Management’s Truist Financial TFC Stock Holding History

Weld Capital Management’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	-9,647	Closed	-$563K	–	378
2021 Q1	$563K	Buy	+9,647	New	+$529K	0.24%	160
2020 Q2	–	Sell	-21,016	Closed	-$648K	–	626
2020 Q1	$648K	Sell	21,016 -31,033	-60%	-$1.47M	0.33%	102
2019 Q4	$2.93M	Buy	+52,049	New	+$2.82M	0.56%	23
2019 Q2	–	Sell	-8,175	Closed	-$380K	–	922
2019 Q1	$380K	Buy	+8,175	New	+$399K	0.07%	453

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Weld Capital Management's TFC Position: Q2 2021 in Review

Weld Capital Management sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 9,647 shares — an estimated $563K sold.

Weld Capital Management first reported a position in TFC in Q1 2019 and held it in 4 quarters. The position peaked at $2.93M in Q4 2019. 1,352 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

Weld Capital Management reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 9,647 Truist Financial shares in Q2 2021, an estimated $563K.
Weld Capital Management first reported a position in Truist Financial in Q1 2019 and held it in 4 quarters.
Weld Capital Management's Truist Financial position peaked at $2.93M in Q4 2019.
1,352 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.