West Oak Capital’s Truist Financial TFC Stock Holding History

West Oak Capital’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 Q2	–	Sell	-10,583	Closed	-$326K	–	332
2020 Q1	$326K	Sell	10,583 -1,034	-9%	-$48.9K	0.22%	83
2019 Q4	$654K	Buy	+11,617	New	+$629K	0.37%	71
2019 Q2	–	Sell	-87	Closed	-$4K	–	326
2019 Q1	$4K	Hold	87	–	–	﹤0.01%	278
2018 Q4	$3.77K	Hold	87	–	–	﹤0.01%	287
2018 Q3	$4.22K	Buy	+87	New	+$4.46K	﹤0.01%	310

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

West Oak Capital's TFC Position: Q2 2020 in Review

West Oak Capital sold out of Truist Financial (TFC) in Q2 2020, closing a stake of 10,583 shares — an estimated $326K sold.

West Oak Capital first reported a position in TFC in Q3 2018 and held it in 5 quarters. The position peaked at $654K in Q4 2019. 1,169 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

West Oak Capital reported no remaining Truist Financial position as of Q2 2020 after selling out during the quarter.
West Oak Capital sold 10,583 Truist Financial shares in Q2 2020, an estimated $326K.
West Oak Capital first reported a position in Truist Financial in Q3 2018 and held it in 5 quarters.
West Oak Capital's Truist Financial position peaked at $654K in Q4 2019.
1,169 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.