Cardinal Strategic Wealth Guidance Buys Truist Financial Corp, Sells Exxon Mobil Corp, BlackRock Inc

Oct 21, 2020

Investment company Cardinal Strategic Wealth Guidance (Current Portfolio) buys Truist Financial Corp, sells Exxon Mobil Corp, BlackRock Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Cardinal Strategic Wealth Guidance. As of 2020Q3, Cardinal Strategic Wealth Guidance owns 50 stocks with a total value of $130 million. These are the details of the buys and sells.

New Purchases: TFC,
Added Positions: MUB, JPST, QUAL, IJR, VWO, AMZN, VTI, FB,
Reduced Positions: IVV, AAPL, IUSG, SYBT, USMV, BLK, AGEN, MSFT, IWF, DIS, BRK.B, HON, GOOGL, SBUX, MRK, UNP, JNJ, PFE, MA, JPM, CSCO, PG, GOOG, MMM, IWM, USB,
Sold Out: XOM,

For the details of Cardinal Strategic Wealth Guidance's stock buys and sells, go to https://www.gurufocus.com/guru/cardinal+strategic+wealth+guidance/current-portfolio/portfolio

These are the top 5 holdings of Cardinal Strategic Wealth Guidance

ISHARES TRUST (IVV) - 76,670 shares, 19.85% of the total portfolio. Shares reduced by 2.7%
ISHARES TRUST (USMV) - 223,937 shares, 10.99% of the total portfolio. Shares reduced by 1.14%
ISHARES TRUST (MUB) - 120,135 shares, 10.73% of the total portfolio. Shares added by 8.36%
JP MORGAN ETF TRUS (JPST) - 257,007 shares, 10.06% of the total portfolio. Shares added by 4.22%
ISHARES TRUST (EFAV) - 183,170 shares, 9.62% of the total portfolio. Shares added by 0.82%

New Purchase: Truist Financial Corp (TFC)

Cardinal Strategic Wealth Guidance initiated holding in Truist Financial Corp. The purchase prices were between $33.61 and $40.81, with an estimated average price of $37.68. The stock is now traded at around $41.90. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,291 shares as of .

Sold Out: Exxon Mobil Corp (XOM)

Cardinal Strategic Wealth Guidance sold out a holding in Exxon Mobil Corp. The sale prices were between $34.28 and $44.97, with an estimated average price of $40.9.

Here is the complete portfolio of Cardinal Strategic Wealth Guidance. Also check out:

1. Cardinal Strategic Wealth Guidance's Undervalued Stocks
2. Cardinal Strategic Wealth Guidance's Top Growth Companies, and
3. Cardinal Strategic Wealth Guidance's High Yield stocks
4. Stocks that Cardinal Strategic Wealth Guidance keeps buying

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