Acorn Financial Advisory Services’s Truist Financial TFC Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-5,117	Closed	-$220K	–	233
2022 Q4	$220K	Buy	+5,117	New	+$224K	0.05%	202
2021 Q3	–	Sell	-12,949	Closed	-$719K	–	238
2021 Q2	$719K	Buy	12,949 +399	+3%	+$23.4K	0.21%	111
2021 Q1	$735K	Sell	12,550 -2,420	-16%	-$133K	0.27%	94
2020 Q4	$718K	Sell	14,970 -2,260	-13%	-$102K	0.28%	98
2020 Q3	$655K	Sell	17,230 -526	-3%	-$19.8K	0.34%	87
2020 Q2	$667K	Buy	17,756 +1,310	+8%	+$47.2K	0.46%	74
2020 Q1	$506K	Sell	16,446 -383	-2%	-$18.1K	0.5%	70
2019 Q4	$947K	Buy	+16,829	New	+$911K	0.79%	41

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Acorn Financial Advisory Services's TFC Position: Q1 2023 in Review

Acorn Financial Advisory Services sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,117 shares — an estimated $220K sold.

Acorn Financial Advisory Services first reported a position in TFC in Q4 2019 and held it in 8 quarters. The position peaked at $947K in Q4 2019. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Acorn Financial Advisory Services reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,117 Truist Financial shares in Q1 2023, an estimated $220K.
Acorn Financial Advisory Services first reported a position in Truist Financial in Q4 2019 and held it in 8 quarters.
Acorn Financial Advisory Services's Truist Financial position peaked at $947K in Q4 2019.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2023, filed 26 Apr 2023.