WFG
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Wills Financial Group’s Truist Financial TFC Stock Holding History

Wills Financial Group’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
Q4 		– Sell
-10,043
Closed -$382K – 59
2020
Q3 		$382K Sell
10,043
-2,170
-18% -$81.8K 0.22% 46
2020
Q2 		$459K Sell
12,213
-360
-3% -$13K 0.29% 43
2020
Q1 		$388K Sell
12,573
-1,170
-9% -$55.3K 0.28% 44
2019
Q4 		$774K Sell
13,743
-19
-0.1% -$1.03K 0.44% 45
2019
Q3 		$734K Buy
13,762
+80
+0.6% +$3.96K 0.47% 41
2019
Q2 		$672K Buy
13,682
+72
+0.5% +$3.53K 0.44% 42
2019
Q1 		$633K Buy
13,610
+65
+0.5% +$3.17K 0.43% 42
2018
Q4 		$586K Sell
13,545
-133
-1% -$6.38K 0.45% 45
2018
Q3 		$663K Buy
13,678
+64
+0.5% +$3.28K 0.44% 47
2018
Q2 		$686K Sell
13,614
-528
-4% -$28.1K 0.5% 46
2018
Q1 		$735K Sell
14,142
-232
-2% -$12.5K 0.54% 48
2017
Q4 		$714K Sell
14,374
-261
-2% -$12.6K 0.5% 47
2017
Q3 		$687K Sell
14,635
-952
-6% -$43.8K 0.51% 46
2017
Q2 		$708K Sell
15,587
-960
-6% -$41.7K 0.53% 47
2017
Q1 		$740K Buy
16,547
+198
+1% +$9.25K 0.57% 45
2016
Q4 		$769K Buy
16,349
+1,442
+10% +$61.3K 0.63% 42
2016
Q3 		$562K Sell
14,907
-2,680
-15% -$99.8K 0.49% 46
2016
Q2 		$626K Sell
17,587
-43
-0.2% -$1.5K 0.52% 45
2016
Q1 		$586K Buy
17,630
+2,289
+15% +$76K 0.51% 45
2015
Q4 		$580K Sell
15,341
-151
-1% -$5.68K 0.51% 47
2015
Q3 		$551K Buy
15,492
+91
+0.6% +$3.51K 0.51% 49
2015
Q2 		$620K Buy
15,401
+1,200
+8% +$47.5K 0.53% 46
2015
Q1 		$553K Buy
14,201
+1,497
+12% +$56.4K 0.46% 51
2014
Q4 		$494K Sell
12,704
-169
-1% -$6.36K 0.4% 53
2014
Q3 		$479K Sell
12,873
-2,919
-18% -$110K 0.41% 53
2014
Q2 		$623K Buy
15,792
+41
+0.3% +$1.57K 0.52% 48
2014
Q1 		$632K Buy
15,751
+2,684
+21% +$103K 0.6% 46
2013
Q4 		$487K Buy
+13,067
New +$452K 0.5% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Wills Financial Group's TFC Position: Q4 2020 in Review

Wills Financial Group sold out of Truist Financial (TFC) in Q4 2020, closing a stake of 10,043 shares — an estimated $382K sold.

Wills Financial Group first reported a position in TFC in Q4 2013 and held it in 28 quarters. The position peaked at $774K in Q4 2019. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

  • Wills Financial Group reported no remaining Truist Financial position as of Q4 2020 after selling out during the quarter.
  • Wills Financial Group sold 10,043 Truist Financial shares in Q4 2020, an estimated $382K.
  • Wills Financial Group first reported a position in Truist Financial in Q4 2013 and held it in 28 quarters.
  • Wills Financial Group's Truist Financial position peaked at $774K in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Wills Financial Group's 13F filing for Q4 2020, filed 17 Feb 2021.