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Absher Wealth Management’s Truist Financial TFC Stock Holding History

Absher Wealth 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
2021
Q3 		– Sell
-6,606
Closed -$367K – 76
2021
Q2 		$367K Sell
6,606
-745
-10% -$43.8K 0.07% 60
2021
Q1 		$429K Sell
7,351
-628
-8% -$34.4K 0.08% 53
2020
Q4 		$382K Sell
7,979
-1,493
-16% -$67.6K 0.08% 57
2020
Q3 		$360K Sell
9,472
-3,980
-30% -$150K 0.09% 59
2020
Q2 		$505K Sell
13,452
-3,749
-22% -$135K 0.13% 44
2020
Q1 		$530K Buy
17,201
+631
+4% +$29.8K 0.16% 40
2019
Q4 		$911K Buy
+16,570
New +$897K 0.23% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Absher Wealth Management's TFC Position: Q3 2021 in Review

Absher Wealth Management sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 6,606 shares — an estimated $367K sold.

Absher Wealth Management first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $911K in Q4 2019. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • Absher Wealth Management reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
  • Absher Wealth Management sold 6,606 Truist Financial shares in Q3 2021, an estimated $367K.
  • Absher Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
  • Absher Wealth Management's Truist Financial position peaked at $911K in Q4 2019.
  • 1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Absher Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.