Adams Chetwood Wealth Management’s Truist Financial TFC Stock Holding History

Adams Chetwood 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
2022 Q1	$1.05M	Hold	18,492	–	–	0.59%	33
2021 Q4	$1.08M	Sell	18,492 -532	-3%	-$32.5K	0.74%	32
2021 Q3	$1.12M	Buy	19,024 +3,305	+21%	+$185K	0.81%	28
2021 Q2	$872K	Sell	15,719 -2,207	-12%	-$130K	0.62%	37
2021 Q1	$1.04M	Buy	17,926 +349	+2%	+$19.1K	0.8%	28
2020 Q4	$842K	Sell	17,577 -444	-2%	-$20.1K	0.7%	30
2020 Q3	$686K	Buy	18,021 +3,782	+27%	+$142K	0.66%	34
2020 Q2	$535K	Hold	14,239	–	–	0.54%	38
2020 Q1	$516K	Buy	+14,239	New	+$673K	0.6%	39

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Adams Chetwood Wealth Management's TFC Position: Q1 2022 in Review

Adams Chetwood Wealth Management held its Truist Financial (TFC) position steady in Q1 2022 at 18,492 shares worth $1.05M. The position accounts for 0.59% of the portfolio, ranked #33.

Adams Chetwood Wealth Management first reported a position in TFC in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Adams Chetwood Wealth Management held 18,492 shares of Truist Financial worth $1.05M as of Q1 2022.
Adams Chetwood Wealth Management left its Truist Financial share count unchanged in Q1 2022.
Truist Financial made up 0.59% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #33 holding.
Adams Chetwood Wealth Management first reported a position in Truist Financial in Q1 2020 and has held it in 9 quarters since.
Adams Chetwood Wealth Management's Truist Financial position peaked at $1.12M in Q3 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.