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Woodley Farra Manion Portfolio Management’s Truist Financial TFC Stock Holding History

Woodley Farra Manion Portfolio Management’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
-2,728
Closed -$102K – 359
2020
Q2 		$102K Sell
2,728
-130
-5% -$4.68K 0.01% 113
2020
Q1 		$88K Sell
2,858
-56,959
-95% -$2.69M 0.01% 121
2019
Q4 		$3.37M Buy
59,817
+3,542
+6% +$192K 0.32% 47
2019
Q3 		$3M Sell
56,275
-1,078
-2% -$53.4K 0.31% 46
2019
Q2 		$2.82M Buy
57,353
+793
+1% +$38.8K 0.28% 46
2019
Q1 		$2.63M Sell
56,560
-1,793
-3% -$87.5K 0.29% 46
2018
Q4 		$2.53M Sell
58,353
-5,205
-8% -$250K 0.31% 45
2018
Q3 		$3.08M Sell
63,558
-16,848
-21% -$865K 0.32% 46
2018
Q2 		$4.06M Buy
80,406
+719
+0.9% +$38.2K 0.45% 43
2018
Q1 		$4.15M Buy
+79,687
New +$4.29M 0.47% 41
2014
Q2 		– Sell
-5,300
Closed -$213K – 82
2014
Q1 		$213K Buy
+5,300
New +$203K 0.04% 77

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's TFC Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Truist Financial (TFC) in Q3 2020, closing a stake of 2,728 shares — an estimated $102K sold.

Woodley Farra Manion Portfolio Management first reported a position in TFC in Q1 2014 and held it in 11 quarters. The position peaked at $4.15M in Q1 2018. 1,160 funds tracked by Wall St. Rank hold TFC as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Truist Financial position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 2,728 Truist Financial shares in Q3 2020, an estimated $102K.
  • Woodley Farra Manion Portfolio Management first reported a position in Truist Financial in Q1 2014 and held it in 11 quarters.
  • Woodley Farra Manion Portfolio Management's Truist Financial position peaked at $4.15M in Q1 2018.
  • 1,160 funds tracked by Wall St. Rank held Truist Financial as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.