WA
TFC icon

Wheatland Advisors’s Truist Financial TFC Stock Holding History

Wheatland 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
2020
Q2 		$740K Sell
19,706
-150
-0.8% -$5.4K 3.07% 11
2020
Q1 		$612K Sell
19,856
-26,106
-57% -$1.23M 3.11% 13
2019
Q4 		$2.59M Sell
45,962
-19,965
-30% -$1.08M 3.3% 4
2019
Q3 		$3.52M Sell
65,927
-22,925
-26% -$1.14M 3.2% 5
2019
Q2 		$4.37M Sell
88,852
-700
-0.8% -$34.3K 3.29% 5
2019
Q1 		$4.17M Sell
89,552
-1,284
-1% -$62.6K 3.18% 5
2018
Q4 		$3.94M Hold
90,836
– – 3.44% 3
2018
Q3 		$4.41M Buy
90,836
+1,950
+2% +$100K 3.31% 4
2018
Q2 		$4.48M Hold
88,886
– – 3.62% 3
2018
Q1 		$4.63M Hold
88,886
– – 3.82% 3
2017
Q4 		$4.42M Buy
88,886
+300
+0.3% +$14.5K 3.57% 3
2017
Q3 		$4.16M Sell
88,586
-1,000
-1% -$46K 3.56% 3
2017
Q2 		$4.07M Sell
89,586
-3,100
-3% -$135K 3.67% 3
2017
Q1 		$4.14M Sell
92,686
-4,952
-5% -$231K 3.7% 3
2016
Q4 		$4.59M Sell
97,638
-404
-0.4% -$17.2K 4.08% 2
2016
Q3 		$3.7M Hold
98,042
– – 3.48% 3
2016
Q2 		$3.49M Buy
98,042
+75,169
+329% +$2.63M 3.35% 4
2016
Q1 		$761K Buy
22,873
+3,375
+17% +$112K 0.78% 46
2015
Q4 		$737K Hold
19,498
– – 0.75% 47
2015
Q3 		$694K Buy
+19,498
New +$752K 0.75% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wheatland Advisors's TFC Position: Q2 2020 in Review

Wheatland Advisors reduced its Truist Financial (TFC) stake by 0.76% in Q2 2020, selling an estimated $5.4K and leaving 19,706 shares worth $740K. The position accounts for 3.07% of the portfolio, ranked #11.

Wheatland Advisors first reported a position in TFC in Q3 2015 and has held it in 20 quarters since. The position peaked at $4.63M in Q1 2018. 1,168 funds tracked by Wall St. Rank hold TFC as of Q2 2020.

  • Wheatland Advisors held 19,706 shares of Truist Financial worth $740K as of Q2 2020.
  • Wheatland Advisors sold 150 Truist Financial shares in Q2 2020, an estimated $5.4K.
  • Truist Financial made up 3.07% of Wheatland Advisors's portfolio in Q2 2020, its #11 holding.
  • Wheatland Advisors first reported a position in Truist Financial in Q3 2015 and has held it in 20 quarters since.
  • Wheatland Advisors's Truist Financial position peaked at $4.63M in Q1 2018.
  • 1,168 funds tracked by Wall St. Rank held Truist Financial as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.