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Westbourne Investment Advisors’s Truist Financial TFC Stock Holding History

Westbourne Investment Advisors’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
2019
Q4 		– Sell
-3,777
Closed -$202K – 97
2019
Q3 		$202K Sell
3,777
-323
-8% -$16K 0.15% 93
2019
Q2 		$201K Buy
+4,100
New +$201K 0.16% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westbourne Investment Advisors's TFC Position: Q4 2019 in Review

Westbourne Investment Advisors sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 3,777 shares — an estimated $202K sold.

Westbourne Investment Advisors first reported a position in TFC in Q2 2019 and held it in 2 quarters. The position peaked at $202K in Q3 2019. 1,350 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

  • Westbourne Investment Advisors reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,777 Truist Financial shares in Q4 2019, an estimated $202K.
  • Westbourne Investment Advisors first reported a position in Truist Financial in Q2 2019 and held it in 2 quarters.
  • Westbourne Investment Advisors's Truist Financial position peaked at $202K in Q3 2019.
  • 1,350 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Westbourne Investment Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.