Altavista Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.33M | Buy |
22,684
+363
| +2% | +$22.2K | 0.27% | 69 |
|
|
2021
Q3 | $1.31M | Buy |
22,321
+11,600
| +108% | +$648K | 0.29% | 66 |
|
|
2021
Q2 | $595K | Hold |
10,721
| – | – | 0.13% | 111 |
|
|
2021
Q1 | $625K | Hold |
10,721
| – | – | 0.15% | 101 |
|
|
2020
Q4 | $514K | Sell |
10,721
-133
| -1% | -$6.02K | 0.13% | 107 |
|
|
2020
Q3 | $413K | Hold |
10,854
| – | – | 0.11% | 112 |
|
|
2020
Q2 | $408K | Hold |
10,854
| – | – | 0.12% | 109 |
|
|
2020
Q1 | $335K | Hold |
10,854
| – | – | 0.11% | 115 |
|
|
2019
Q4 | $611K | Buy |
10,854
+133
| +1% | +$7.2K | 0.18% | 91 |
|
|
2019
Q3 | $572K | Hold |
10,721
| – | – | 0.18% | 93 |
|
|
2019
Q2 | $527K | Hold |
10,721
| – | – | 0.17% | 95 |
|
|
2019
Q1 | $499K | Hold |
10,721
| – | – | 0.18% | 98 |
|
|
2018
Q4 | $464K | Hold |
10,721
| – | – | 0.19% | 95 |
|
|
2018
Q3 | $520K | Sell |
10,721
-267
| -2% | -$13.7K | 0.19% | 93 |
|
|
2018
Q2 | $554K | Hold |
10,988
| – | – | 0.22% | 86 |
|
|
2018
Q1 | $572K | Hold |
10,988
| – | – | 0.24% | 86 |
|
|
2017
Q4 | $546K | Hold |
10,988
| – | – | 0.23% | 84 |
|
|
2017
Q3 | $516K | Hold |
10,988
| – | – | 0.25% | 80 |
|
|
2017
Q2 | $499K | Buy |
10,988
+800
| +8% | +$34.7K | 0.25% | 81 |
|
|
2017
Q1 | $455K | Buy |
10,188
+245
| +2% | +$11.4K | 0.23% | 79 |
|
|
2016
Q4 | $468K | Sell |
9,943
-1,730
| -15% | -$73.6K | 0.25% | 76 |
|
|
2016
Q3 | $440K | Sell |
11,673
-2,000
| -15% | -$74.5K | 0.24% | 83 |
|
|
2016
Q2 | $487K | Sell |
13,673
-2,300
| -14% | -$80.4K | 0.27% | 73 |
|
|
2016
Q1 | $531K | Sell |
15,973
-707
| -4% | -$23.5K | 0.3% | 68 |
|
|
2015
Q4 | $631K | Sell |
16,680
-1,000
| -6% | -$37.6K | 0.37% | 60 |
|
|
2015
Q3 | $629K | Sell |
17,680
-7,400
| -30% | -$286K | 0.41% | 60 |
|
|
2015
Q2 | $1.01M | Sell |
25,080
-6,090
| -20% | -$241K | 0.62% | 45 |
|
|
2015
Q1 | $1.22M | Buy |
31,170
+12,000
| +63% | +$452K | 0.75% | 43 |
|
|
2014
Q4 | $741K | Sell |
19,170
-155
| -0.8% | -$5.83K | 0.46% | 52 |
|
|
2014
Q3 | $719K | Sell |
19,325
-5,100
| -21% | -$193K | 0.46% | 56 |
|
|
2014
Q2 | $963K | Sell |
24,425
-500
| -2% | -$19.2K | 0.6% | 49 |
|
|
2014
Q1 | $1M | Sell |
24,925
-100
| -0.4% | -$3.83K | 0.61% | 49 |
|
|
2013
Q4 | $934K | Sell |
25,025
-270
| -1% | -$9.33K | 0.57% | 54 |
|
|
2013
Q3 | $854K | Sell |
25,295
-200
| -0.8% | -$6.98K | 0.56% | 59 |
|
|
2013
Q2 | $864K | Buy |
+25,495
| New | +$813K | 0.58% | 54 |
|
Other funds holding TFC
Altavista Wealth Management's TFC Position: Q4 2021 in Review
Altavista Wealth Management increased its Truist Financial (TFC) stake by 1.6% in Q4 2021, buying an estimated $22.2K and bringing the position to 22,684 shares worth $1.33M. The position accounts for 0.27% of the portfolio, ranked #69.
Altavista Wealth Management first reported a position in TFC in Q2 2013 and has held it in 35 quarters since. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2021.
- Altavista Wealth Management held 22,684 shares of Truist Financial worth $1.33M as of Q4 2021.
- Altavista Wealth Management bought 363 Truist Financial shares in Q4 2021, an estimated $22.2K.
- Truist Financial made up 0.27% of Altavista Wealth Management's portfolio in Q4 2021, its #69 holding.
- Altavista Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 35 quarters since.
- 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.