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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 1,161 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.
1,161 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.