AWM
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Aevitas Wealth Management’s Truist Financial TFC Stock Holding History

Aevitas 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
Q4 		$1.34M Sell
31,026
-896
-3% -$39.3K 0.79% 33
2022
Q3 		$1.39M Buy
31,922
+308
+1% +$14.8K 1.04% 26
2022
Q2 		$1.5M Buy
31,614
+1,167
+4% +$57.6K 1.02% 31
2022
Q1 		$1.73M Buy
30,447
+423
+1% +$26.1K 1.06% 25
2021
Q4 		$1.76M Buy
30,024
+10,416
+53% +$636K 1.05% 26
2021
Q3 		$1.15M Buy
19,608
+15,022
+328% +$839K 0.73% 37
2021
Q2 		$255K Buy
4,586
+14
+0.3% +$822 0.16% 109
2021
Q1 		$267K Buy
4,572
+13
+0.3% +$713 0.19% 102
2020
Q4 		$219K Buy
+4,559
New +$206K 0.16% 110
2020
Q2 		– Sell
-7,425
Closed -$229K – 100
2020
Q1 		$229K Sell
7,425
-525
-7% -$24.8K 0.26% 89
2019
Q4 		$448K Sell
7,950
-8,503
-52% -$460K 0.42% 64
2019
Q3 		$878K Buy
16,453
+51
+0.3% +$2.53K 0.88% 36
2019
Q2 		$806K Sell
16,402
-2,554
-13% -$125K 0.81% 36
2019
Q1 		$882K Buy
18,956
+47
+0.2% +$2.29K 0.79% 38
2018
Q4 		$819K Buy
18,909
+582
+3% +$27.9K 0.84% 33
2018
Q3 		$890K Buy
18,327
+44
+0.2% +$2.26K 0.81% 36
2018
Q2 		$922K Sell
18,283
-1,483
-8% -$78.8K 0.9% 36
2018
Q1 		$1.03M Sell
19,766
-1,303
-6% -$70.2K 1.03% 30
2017
Q4 		$1.05M Buy
+21,069
New +$1.02M 0.99% 34

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aevitas Wealth Management's TFC Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Truist Financial (TFC) stake by 2.8% in Q4 2022, selling an estimated $39.3K and leaving 31,026 shares worth $1.34M. The position accounts for 0.79% of the portfolio, ranked #33.

Aevitas Wealth Management first reported a position in TFC in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.76M in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Aevitas Wealth Management held 31,026 shares of Truist Financial worth $1.34M as of Q4 2022.
  • Aevitas Wealth Management sold 896 Truist Financial shares in Q4 2022, an estimated $39.3K.
  • Truist Financial made up 0.79% of Aevitas Wealth Management's portfolio in Q4 2022, its #33 holding.
  • Aevitas Wealth Management first reported a position in Truist Financial in Q4 2017 and has held it in 19 quarters since.
  • Aevitas Wealth Management's Truist Financial position peaked at $1.76M in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.