XK
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Xact Kapitalforvaltning’s Truist Financial TFC Stock Holding History

Xact Kapitalforvaltning’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
2019
Q4 		– Sell
-157,477
Closed -$8.4M – 1429
2019
Q3 		$8.4M Buy
157,477
+17,497
+12% +$867K 0.16% 130
2019
Q2 		$6.88M Buy
139,980
+4,324
+3% +$212K 0.14% 145
2019
Q1 		$6.31M Sell
135,656
-11,859
-8% -$579K 0.14% 139
2018
Q4 		$6.39M Buy
147,515
+26,700
+22% +$1.28M 0.16% 118
2018
Q3 		$5.86M Buy
120,815
+22,685
+23% +$1.16M 0.12% 163
2018
Q2 		$4.95M Hold
98,130
– – 0.11% 187
2018
Q1 		$5.11M Buy
98,130
+6,201
+7% +$334K 0.12% 179
2017
Q4 		$4.57M Buy
91,929
+10,634
+13% +$513K 0.11% 197
2017
Q3 		$3.82M Buy
81,295
+3,548
+5% +$163K 0.11% 205
2017
Q2 		$3.53M Sell
77,747
-770
-1% -$33.4K 0.11% 214
2017
Q1 		$3.51M Buy
78,517
+4,776
+6% +$223K 0.11% 222
2016
Q4 		$3.47M Buy
73,741
+4,752
+7% +$202K 0.12% 196
2016
Q3 		$2.6M Buy
+68,989
New +$2.57M 0.09% 253

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Xact Kapitalforvaltning's TFC Position: Q4 2019 in Review

Xact Kapitalforvaltning sold out of Truist Financial (TFC) in Q4 2019, closing a stake of 157,477 shares — an estimated $8.4M sold.

Xact Kapitalforvaltning first reported a position in TFC in Q3 2016 and held it in 13 quarters. The position peaked at $8.4M in Q3 2019. 1,351 funds tracked by Wall St. Rank hold TFC as of Q4 2019.

  • Xact Kapitalforvaltning reported no remaining Truist Financial position as of Q4 2019 after selling out during the quarter.
  • Xact Kapitalforvaltning sold 157,477 Truist Financial shares in Q4 2019, an estimated $8.4M.
  • Xact Kapitalforvaltning first reported a position in Truist Financial in Q3 2016 and held it in 13 quarters.
  • Xact Kapitalforvaltning's Truist Financial position peaked at $8.4M in Q3 2019.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q4 2019.

Based on Xact Kapitalforvaltning's 13F filing for Q4 2019, filed 14 Feb 2020.