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AGF Investments Inc’s Truist Financial TFC Stock Holding History

AGF Investments Inc’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 		– Sell
-4,627
Closed -$271K – 687
2021
Q4 		$271K Sell
4,627
-6,951
-60% -$425K ﹤0.01% 639
2021
Q3 		$679K Buy
11,578
+504
+5% +$28.2K 0.01% 452
2021
Q2 		$615K Sell
11,074
-288
-3% -$16.9K ﹤0.01% 465
2021
Q1 		$663K Sell
11,362
-261
-2% -$14.3K 0.01% 465
2020
Q4 		$557K Hold
11,623
– – ﹤0.01% 458
2020
Q3 		$442K Buy
11,623
+6,995
+151% +$264K ﹤0.01% 456
2020
Q2 		$174K Buy
+4,628
New +$167K ﹤0.01% 665
2017
Q2 		– Sell
-595
Closed -$27K – 466
2017
Q1 		$27K Buy
+595
New +$27.8K ﹤0.01% 423
2015
Q1 		– Sell
-100
Closed -$4K – 437
2014
Q4 		$4K Hold
100
– – ﹤0.01% 377
2014
Q3 		$4K Hold
100
– – ﹤0.01% 384
2014
Q2 		$4K Hold
100
– – ﹤0.01% 386
2014
Q1 		$4K Buy
+100
New +$3.83K ﹤0.01% 408

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AGF Investments Inc's TFC Position: Q1 2022 in Review

AGF Investments Inc sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 4,627 shares — an estimated $271K sold.

AGF Investments Inc first reported a position in TFC in Q1 2014 and held it in 12 quarters. The position peaked at $679K in Q3 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • AGF Investments Inc reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 4,627 Truist Financial shares in Q1 2022, an estimated $271K.
  • AGF Investments Inc first reported a position in Truist Financial in Q1 2014 and held it in 12 quarters.
  • AGF Investments Inc's Truist Financial position peaked at $679K in Q3 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.