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Alliance Wealth Advisors (Utah)’s Truist Financial TFC Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q3 		– Sell
-9,315
Closed -$283K – 230
2023
Q2 		$283K Sell
9,315
-308
-3% -$9.56K 0.11% 180
2023
Q1 		$328K Buy
9,623
+812
+9% +$35.4K 0.13% 160
2022
Q4 		$379K Buy
+8,811
New +$387K 0.17% 134

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s TFC Position: Q3 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 9,315 shares — an estimated $283K sold.

Alliance Wealth Advisors (Utah) first reported a position in TFC in Q4 2022 and held it in 3 quarters. The position peaked at $379K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 9,315 Truist Financial shares in Q3 2023, an estimated $283K.
  • Alliance Wealth Advisors (Utah) first reported a position in Truist Financial in Q4 2022 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s Truist Financial position peaked at $379K in Q4 2022.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2023, filed 9 Nov 2023.