ACG Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $320K | Buy |
7,359
+3
| +0% | +$144 | 0.07% | 197 |
|
|
2022
Q2 | $349K | Buy |
7,356
+184
| +3% | +$9.07K | 0.07% | 194 |
|
|
2022
Q1 | $407K | Sell |
7,172
-689
| -9% | -$42.6K | 0.08% | 196 |
|
|
2021
Q4 | $460K | Buy |
7,861
+44
| +0.6% | +$2.69K | 0.07% | 219 |
|
|
2021
Q3 | $458K | Buy |
7,817
+159
| +2% | +$8.88K | 0.06% | 202 |
|
|
2021
Q2 | $425K | Sell |
7,658
-385
| -5% | -$22.6K | 0.05% | 211 |
|
|
2021
Q1 | $469K | Buy |
8,043
+408
| +5% | +$22.4K | 0.06% | 199 |
|
|
2020
Q4 | $366K | Sell |
7,635
-171
| -2% | -$7.74K | 0.05% | 214 |
|
|
2020
Q3 | $297K | Buy |
7,806
+613
| +9% | +$23.1K | 0.04% | 221 |
|
|
2020
Q2 | $270K | Sell |
7,193
-201
| -3% | -$7.24K | 0.04% | 224 |
|
|
2020
Q1 | $228K | Buy |
7,394
+291
| +4% | +$13.8K | 0.04% | 256 |
|
|
2019
Q4 | $400K | Buy |
7,103
+2,568
| +57% | +$139K | 0.06% | 236 |
|
|
2019
Q3 | $242K | Sell |
4,535
-460
| -9% | -$22.8K | 0.04% | 290 |
|
|
2019
Q2 | $245K | Buy |
+4,995
| New | +$245K | 0.03% | 302 |
|
|
2018
Q3 | – | Sell |
-3,998
| Closed | -$202K | – | 323 |
|
|
2018
Q2 | $202K | Sell |
3,998
-105
| -3% | -$5.58K | 0.03% | 279 |
|
|
2018
Q1 | $214K | Buy |
+4,103
| New | +$221K | 0.03% | 279 |
|
|
2017
Q3 | – | Sell |
-46,562
| Closed | -$2.12M | – | 318 |
|
|
2017
Q2 | $2.12M | Buy |
+46,562
| New | +$2.02M | 0.35% | 81 |
|
|
2017
Q1 | – | Sell |
-5,631
| Closed | -$265K | – | 311 |
|
|
2016
Q4 | $265K | Buy |
5,631
+3
| +0.1% | +$128 | 0.06% | 194 |
|
|
2016
Q3 | $212K | Sell |
5,628
-92
| -2% | -$3.43K | 0.05% | 214 |
|
|
2016
Q2 | $204K | Sell |
5,720
-996
| -15% | -$34.8K | 0.05% | 204 |
|
|
2016
Q1 | $223K | Buy |
+6,716
| New | +$223K | 0.05% | 198 |
|
|
2015
Q4 | – | Sell |
-7,811
| Closed | -$278K | – | 237 |
|
|
2015
Q3 | $278K | Buy |
7,811
+4
| +0.1% | +$154 | 0.07% | 162 |
|
|
2015
Q2 | $315K | Buy |
7,807
+16
| +0.2% | +$633 | 0.08% | 160 |
|
|
2015
Q1 | $304K | Sell |
7,791
-3,117
| -29% | -$117K | 0.08% | 166 |
|
|
2014
Q4 | $424K | Sell |
10,908
-100
| -0.9% | -$3.76K | 0.11% | 139 |
|
|
2014
Q3 | $410K | Buy |
11,008
+923
| +9% | +$34.8K | 0.12% | 136 |
|
|
2014
Q2 | $398K | Sell |
10,085
-240
| -2% | -$9.2K | 0.08% | 146 |
|
|
2014
Q1 | $415K | Sell |
10,325
-99
| -0.9% | -$3.79K | 0.12% | 131 |
|
|
2013
Q4 | $389K | Buy |
+10,424
| New | +$360K | 0.1% | 125 |
|
|
2013
Q3 | – | Sell |
-10,830
| Closed | -$367K | – | 137 |
|
|
2013
Q2 | $367K | Buy |
+10,830
| New | +$345K | 0.14% | 110 |
|
Other funds holding TFC
ACG Wealth's TFC Position: Q3 2022 in Review
ACG Wealth increased its Truist Financial (TFC) stake by 0.04% in Q3 2022, buying an estimated $144 and bringing the position to 7,359 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #197.
ACG Wealth first reported a position in TFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.12M in Q2 2017. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.
- ACG Wealth held 7,359 shares of Truist Financial worth $320K as of Q3 2022.
- ACG Wealth bought 3 Truist Financial shares in Q3 2022, an estimated $144.
- Truist Financial made up 0.07% of ACG Wealth's portfolio in Q3 2022, its #197 holding.
- ACG Wealth first reported a position in Truist Financial in Q2 2013 and has held it in 30 quarters since.
- ACG Wealth's Truist Financial position peaked at $2.12M in Q2 2017.
- 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.
Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.