Advisor Partners’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
Q2 | $2.25M | Sell |
47,545
-764
| -2% | -$37.7K | 0.16% | 130 |
|
|
2022
Q1 | $2.74M | Buy |
48,309
+2,510
| +5% | +$155K | 0.17% | 112 |
|
|
2021
Q4 | $2.68M | Buy |
45,799
+736
| +2% | +$45K | 0.16% | 118 |
|
|
2021
Q3 | $2.64M | Sell |
45,063
-2,024
| -4% | -$113K | 0.18% | 107 |
|
|
2021
Q2 | $2.61M | Buy |
47,087
+1,034
| +2% | +$60.7K | 0.17% | 115 |
|
|
2021
Q1 | $2.69M | Sell |
46,053
-818
| -2% | -$44.8K | 0.19% | 102 |
|
|
2020
Q4 | $2.25M | Sell |
46,871
-129
| -0.3% | -$5.84K | 0.17% | 121 |
|
|
2020
Q3 | $1.79M | Buy |
47,000
+1,997
| +4% | +$75.2K | 0.15% | 133 |
|
|
2020
Q2 | $1.69M | Buy |
45,003
+3,662
| +9% | +$132K | 0.16% | 132 |
|
|
2020
Q1 | $1.27M | Sell |
41,341
-8,369
| -17% | -$396K | 0.15% | 137 |
|
|
2019
Q4 | $2.74M | Buy |
49,710
+26,102
| +111% | +$1.41M | 0.28% | 74 |
|
|
2019
Q3 | $1.26M | Buy |
23,608
+3,087
| +15% | +$153K | 0.15% | 147 |
|
|
2019
Q2 | $1.01M | Buy |
20,521
+103
| +0.5% | +$5.04K | 0.12% | 167 |
|
|
2019
Q1 | $950K | Buy |
20,418
+495
| +2% | +$24.1K | 0.12% | 165 |
|
|
2018
Q4 | $863K | Buy |
19,923
+816
| +4% | +$39.2K | 0.14% | 160 |
|
|
2018
Q3 | $927K | Buy |
19,107
+69
| +0.4% | +$3.54K | 0.12% | 167 |
|
|
2018
Q2 | $960K | Buy |
19,038
+1,163
| +7% | +$61.8K | 0.16% | 141 |
|
|
2018
Q1 | $930K | Buy |
17,875
+552
| +3% | +$29.7K | 0.17% | 131 |
|
|
2017
Q4 | $949K | Buy |
17,323
+2,011
| +13% | +$97.1K | 0.17% | 134 |
|
|
2017
Q3 | $719K | Buy |
15,312
+2,012
| +15% | +$92.5K | 0.14% | 160 |
|
|
2017
Q2 | $604K | Buy |
13,300
+1,229
| +10% | +$53.4K | 0.14% | 179 |
|
|
2017
Q1 | $540K | Buy |
12,071
+1,842
| +18% | +$86.1K | 0.14% | 175 |
|
|
2016
Q4 | $481K | Buy |
10,229
+886
| +9% | +$37.7K | 0.14% | 171 |
|
|
2016
Q3 | $352K | Buy |
9,343
+262
| +3% | +$9.76K | 0.12% | 205 |
|
|
2016
Q2 | $323K | Buy |
9,081
+843
| +10% | +$29.5K | 0.11% | 216 |
|
|
2016
Q1 | $274K | Buy |
8,238
+135
| +2% | +$4.49K | 0.1% | 237 |
|
|
2015
Q4 | $306K | Sell |
8,103
-903
| -10% | -$34K | 0.1% | 200 |
|
|
2015
Q3 | $321K | Buy |
9,006
+950
| +12% | +$36.7K | 0.13% | 186 |
|
|
2015
Q2 | $315K | Buy |
8,056
+267
| +3% | +$10.6K | 0.12% | 215 |
|
|
2015
Q1 | $304K | Sell |
7,789
-265
| -3% | -$9.99K | 0.13% | 211 |
|
|
2014
Q4 | $312K | Buy |
8,054
+775
| +11% | +$29.2K | 0.14% | 194 |
|
|
2014
Q3 | $271K | Sell |
7,279
-95
| -1% | -$3.59K | 0.16% | 165 |
|
|
2014
Q2 | $291K | Buy |
7,374
+98
| +1% | +$3.76K | 0.14% | 194 |
|
|
2014
Q1 | $292K | Buy |
7,276
+446
| +7% | +$17.1K | 0.16% | 181 |
|
|
2013
Q4 | $255K | Buy |
6,830
+479
| +8% | +$16.6K | 0.15% | 195 |
|
|
2013
Q3 | $214K | Buy |
+6,351
| New | +$222K | 0.15% | 201 |
|
Other funds holding TFC
Advisor Partners's TFC Position: Q2 2022 in Review
Advisor Partners reduced its Truist Financial (TFC) stake by 1.6% in Q2 2022, selling an estimated $37.7K and leaving 47,545 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #130.
Advisor Partners first reported a position in TFC in Q3 2013 and has held it in 36 quarters since. The position peaked at $2.74M in Q4 2019. 1,448 funds tracked by Wall St. Rank hold TFC as of Q2 2022.
- Advisor Partners held 47,545 shares of Truist Financial worth $2.25M as of Q2 2022.
- Advisor Partners sold 764 Truist Financial shares in Q2 2022, an estimated $37.7K.
- Truist Financial made up 0.16% of Advisor Partners's portfolio in Q2 2022, its #130 holding.
- Advisor Partners first reported a position in Truist Financial in Q3 2013 and has held it in 36 quarters since.
- Advisor Partners's Truist Financial position peaked at $2.74M in Q4 2019.
- 1,448 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.