Winslow Evans & Crocker’s Truist Financial TFC Stock Holding History

Winslow Evans & Crocker’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	$169K	Buy	3,530 +167	+5%	+$7.56K	0.03%	356
2020 Q3	$128K	Sell	3,363 -128	-4%	-$4.82K	0.03%	325
2020 Q2	$131K	Buy	3,491 +1,109	+47%	+$39.9K	0.04%	314
2020 Q1	$74K	Buy	2,382 +480	+25%	+$22.7K	0.02%	372
2019 Q4	$108K	Buy	+1,902	New	+$103K	0.03%	384
2019 Q2	–	Sell	-52	Closed	-$4K	–	1329
2019 Q1	$4K	Sell	52 -224	-81%	-$10.9K	﹤0.01%	1054
2018 Q4	$12K	Buy	276 +234	+557%	+$11.2K	﹤0.01%	745
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	976
2018 Q2	$4K	Hold	42	–	–	﹤0.01%	988
2018 Q1	$2.19K	Hold	42	–	–	﹤0.01%	1015
2017 Q4	$2.09K	Hold	42	–	–	﹤0.01%	1029
2017 Q3	$1.97K	Hold	42	–	–	﹤0.01%	1028
2017 Q2	$1.91K	Sell	42 -1,600	-97%	-$69.5K	﹤0.01%	1184
2017 Q1	$73.4K	Hold	1,642	–	–	0.02%	463
2016 Q4	$77.2K	Buy	1,642 +1,600	+3,810%	+$68.1K	0.02%	445
2016 Q3	$1.59K	Hold	42	–	–	﹤0.01%	1206
2016 Q2	$1.5K	Hold	42	–	–	﹤0.01%	1193
2016 Q1	$1.4K	Hold	42	–	–	﹤0.01%	1197
2015 Q4	$1.59K	Hold	42	–	–	﹤0.01%	1262
2015 Q3	$1.5K	Hold	42	–	–	﹤0.01%	1207
2015 Q2	$1.69K	Hold	42	–	–	﹤0.01%	1220
2015 Q1	$1.64K	Hold	42	–	–	﹤0.01%	1186
2014 Q4	$1.63K	Hold	42	–	–	﹤0.01%	1214
2014 Q3	$1.56K	Hold	42	–	–	﹤0.01%	1303
2014 Q2	$1.66K	Hold	42	–	–	﹤0.01%	1211
2014 Q1	$1.69K	Hold	42	–	–	﹤0.01%	1187
2013 Q4	$2K	Buy	+42	New	+$1.45K	﹤0.01%	1306

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Winslow Evans & Crocker's TFC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Truist Financial (TFC) stake by 5% in Q4 2020, buying an estimated $7.56K and bringing the position to 3,530 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #356.

Winslow Evans & Crocker first reported a position in TFC in Q4 2013 and has held it in 27 quarters since. 1,292 funds tracked by Wall St. Rank hold TFC as of Q4 2020.

Winslow Evans & Crocker held 3,530 shares of Truist Financial worth $169K as of Q4 2020.
Winslow Evans & Crocker bought 167 Truist Financial shares in Q4 2020, an estimated $7.56K.
Truist Financial made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #356 holding.
Winslow Evans & Crocker first reported a position in Truist Financial in Q4 2013 and has held it in 27 quarters since.
1,292 funds tracked by Wall St. Rank held Truist Financial as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.