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Alpha Financial Partners’s Truist Financial TFC Stock Holding History

Alpha Financial 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
Q2 		– Sell
-9,211
Closed -$314K – 99
2023
Q1 		$314K Buy
+9,211
New +$402K 0.35% 53

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Financial Partners's TFC Position: Q2 2023 in Review

Alpha Financial Partners sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 9,211 shares — an estimated $314K sold.

Alpha Financial Partners first reported a position in TFC in Q1 2023 and held it in 1 quarter. The position peaked at $314K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Alpha Financial Partners reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Alpha Financial Partners sold 9,211 Truist Financial shares in Q2 2023, an estimated $314K.
  • Alpha Financial Partners first reported a position in Truist Financial in Q1 2023 and held it in 1 quarter.
  • Alpha Financial Partners's Truist Financial position peaked at $314K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Alpha Financial Partners's 13F filing for Q2 2023, filed 27 Jul 2023.