Acima Private Wealth’s Truist Financial TFC Stock Holding History

Acima Private Wealth’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 Q3	–	Sell	-150	Closed	-$4.55K	–	260
2023 Q2	$4.55K	Sell	150 -63	-30%	-$1.96K	﹤0.01%	243
2023 Q1	$7.26K	Hold	213	–	–	﹤0.01%	234
2022 Q4	$9.16K	Hold	213	–	–	﹤0.01%	199
2022 Q3	$9.27K	Hold	213	–	–	﹤0.01%	206
2022 Q2	$10.1K	Hold	213	–	–	0.01%	211
2022 Q1	$12K	Hold	213	–	–	0.01%	213
2021 Q4	$12K	Hold	213	–	–	0.01%	212
2021 Q3	$12K	Hold	213	–	–	0.01%	205
2021 Q2	$12K	Hold	213	–	–	0.01%	201
2021 Q1	$12K	Hold	213	–	–	0.01%	200
2020 Q4	$10K	Hold	213	–	–	0.01%	204
2020 Q3	$8K	Hold	213	–	–	﹤0.01%	196
2020 Q2	$8K	Hold	213	–	–	0.01%	216
2020 Q1	$7K	Hold	213	–	–	0.01%	232
2019 Q4	$12K	Buy	+213	New	+$11.5K	0.01%	239

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acima Private Wealth's TFC Position: Q3 2023 in Review

Acima Private Wealth sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 150 shares — an estimated $4.55K sold.

Acima Private Wealth first reported a position in TFC in Q4 2019 and held it in 15 quarters. The position peaked at $12K in Q1 2022. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Acima Private Wealth reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Acima Private Wealth sold 150 Truist Financial shares in Q3 2023, an estimated $4.55K.
Acima Private Wealth first reported a position in Truist Financial in Q4 2019 and held it in 15 quarters.
Acima Private Wealth's Truist Financial position peaked at $12K in Q1 2022.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Acima Private Wealth's 13F filing for Q3 2023, filed 29 Feb 2024.