Accel Wealth Management’s Truist Financial TFC Stock Holding History

Accel 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
2023 Q2	–	Sell	-221	Closed	-$7.54K	–	786
2023 Q1	$7.54K	Hold	221	–	–	﹤0.01%	954
2022 Q4	$9.51K	Hold	221	–	–	﹤0.01%	720
2022 Q3	$10K	Hold	221	–	–	0.01%	735
2022 Q2	$10K	Hold	221	–	–	0.01%	709
2022 Q1	$12K	Hold	221	–	–	0.01%	683
2021 Q4	$13K	Hold	221	–	–	0.01%	664
2021 Q3	$13K	Hold	221	–	–	0.01%	592
2021 Q2	$12K	Hold	221	–	–	0.01%	662
2021 Q1	$13K	Buy	+221	New	+$12.1K	0.01%	611

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's TFC Position: Q2 2023 in Review

Accel Wealth Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 221 shares — an estimated $7.54K sold.

Accel Wealth Management first reported a position in TFC in Q1 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Accel Wealth Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 221 Truist Financial shares in Q2 2023, an estimated $7.54K.
Accel Wealth Management first reported a position in Truist Financial in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's Truist Financial position peaked at $13K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.