Wunderlich Capital Managemnt’s Truist Financial TFC Stock Holding History

Wunderlich Capital Managemnt’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	-25,609	Closed	-$1.23M	–	86
2020 Q4	$1.23M	Sell	25,609 -81	-0.3%	-$3.67K	0.68%	65
2020 Q3	$978K	Sell	25,690 -1,461	-5%	-$55K	0.6%	67
2020 Q2	$1.02M	Buy	27,151 +217	+0.8%	+$7.82K	0.72%	60
2020 Q1	$831K	Sell	26,934 -869	-3%	-$41.1K	0.68%	59
2019 Q4	$1.57M	Buy	+27,803	New	+$1.51M	0.99%	59
2015 Q1	–	Sell	-29,495	Closed	-$1.15M	–	85
2014 Q4	$1.15M	Buy	29,495 +1,630	+6%	+$61.4K	0.97%	63
2014 Q3	$1.03M	Buy	27,865 +674	+2%	+$25.4K	0.93%	73
2014 Q2	$1.07M	Buy	27,191 +241	+0.9%	+$9.24K	0.98%	73
2014 Q1	$1.08M	Buy	+26,950	New	+$1.03M	1.02%	64

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wunderlich Capital Managemnt's TFC Position: Q1 2021 in Review

Wunderlich Capital Managemnt sold out of Truist Financial (TFC) in Q1 2021, closing a stake of 25,609 shares — an estimated $1.23M sold.

Wunderlich Capital Managemnt first reported a position in TFC in Q1 2014 and held it in 9 quarters. The position peaked at $1.57M in Q4 2019. 1,375 funds tracked by Wall St. Rank hold TFC as of Q1 2021.

Wunderlich Capital Managemnt reported no remaining Truist Financial position as of Q1 2021 after selling out during the quarter.
Wunderlich Capital Managemnt sold 25,609 Truist Financial shares in Q1 2021, an estimated $1.23M.
Wunderlich Capital Managemnt first reported a position in Truist Financial in Q1 2014 and held it in 9 quarters.
Wunderlich Capital Managemnt's Truist Financial position peaked at $1.57M in Q4 2019.
1,375 funds tracked by Wall St. Rank held Truist Financial as of Q1 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2021, filed 17 May 2021.