Allen Investment Management’s Truist Financial TFC Stock Holding History

Allen Investment 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
2023 Q4	–	Sell	-12,950	Closed	-$371K	–	226
2023 Q3	$371K	Hold	12,950	–	–	0.01%	187
2023 Q2	$393K	Hold	12,950	–	–	0.01%	175
2023 Q1	$442K	Hold	12,950	–	–	0.01%	165
2022 Q4	$557K	Hold	12,950	–	–	0.01%	147
2022 Q3	$564K	Hold	12,950	–	–	0.01%	149
2022 Q2	$614K	Hold	12,950	–	–	0.01%	152
2022 Q1	$734K	Hold	12,950	–	–	0.01%	155
2021 Q4	$758K	Buy	+12,950	New	+$791K	0.01%	157

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allen Investment Management's TFC Position: Q4 2023 in Review

Allen Investment Management sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 12,950 shares — an estimated $371K sold.

Allen Investment Management first reported a position in TFC in Q4 2021 and held it in 8 quarters. The position peaked at $758K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Allen Investment Management reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Allen Investment Management sold 12,950 Truist Financial shares in Q4 2023, an estimated $371K.
Allen Investment Management first reported a position in Truist Financial in Q4 2021 and held it in 8 quarters.
Allen Investment Management's Truist Financial position peaked at $758K in Q4 2021.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Allen Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.