AIP
TFC icon

Ahrens Investment Partners’s Truist Financial TFC Stock Holding History

Ahrens Investment Partners’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 		$4.62K Buy
+136
New +$5.94K ﹤0.01% 772
2022
Q3 		– Sell
-136
Closed -$6K – 822
2022
Q2 		$6K Hold
136
– – ﹤0.01% 745
2022
Q1 		$8K Hold
136
– – ﹤0.01% 783
2021
Q4 		$8K Buy
+136
New +$8.31K ﹤0.01% 797

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ahrens Investment Partners's TFC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Truist Financial (TFC) in Q1 2023: 136 shares worth $4.62K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in TFC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in TFC in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Ahrens Investment Partners held 136 shares of Truist Financial worth $4.62K as of Q1 2023.
  • Truist Financial was a new Ahrens Investment Partners position in Q1 2023.
  • Truist Financial made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #772 holding.
  • Ahrens Investment Partners first reported a position in Truist Financial in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Truist Financial position peaked at $8K in Q1 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.