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Windsor Creek Advisors’s Truist Financial TFC Stock Holding History

Windsor Creek 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
2021
Q1 		– Sell
-5,000
Closed -$240K – 210
2020
Q4 		$240K Sell
5,000
-638
-11% -$28.9K 0.06% 166
2020
Q3 		$215K Buy
+5,638
New +$212K 0.06% 152

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Windsor Creek Advisors's TFC Position: Q1 2021 in Review

Windsor Creek Advisors sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 5,000 shares — an estimated $240K sold.

Windsor Creek Advisors first reported a position in TFC in Q3 2020 and held it in 2 quarters. The position peaked at $240K in Q4 2020. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

  • Windsor Creek Advisors reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
  • Windsor Creek Advisors sold 5,000 Truist Financial shares in Q1 2021, an estimated $240K.
  • Windsor Creek Advisors first reported a position in Truist Financial in Q3 2020 and held it in 2 quarters.
  • Windsor Creek Advisors's Truist Financial position peaked at $240K in Q4 2020.
  • 1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Windsor Creek Advisors's 13F filing for Q1 2021, filed 13 May 2021.