WFA of San Diego’s Truist Financial TFC Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-11,365	Closed	-$640K	–	229
2020 Q2	$640K	Buy	+11,365	New	+$409K	0.15%	133

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

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

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

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

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

WFA of San Diego's TFC Position: Q3 2020 in Review

WFA of San Diego sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 11,365 shares — an estimated $640K sold.

WFA of San Diego first reported a position in TFC in Q2 2020 and held it in 1 quarter. The position peaked at $640K in Q2 2020. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

WFA of San Diego reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 11,365 Truist Financial shares in Q3 2020, an estimated $640K.
WFA of San Diego first reported a position in Truist Financial in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Truist Financial position peaked at $640K in Q2 2020.
1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.