Altium Wealth Management’s Truist Financial TFC Stock Holding History

Altium Wealth 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
2022 Q2	$437K	Sell	9,216 -4,190	-31%	-$207K	0.03%	258
2022 Q1	$760K	Sell	13,406 -1,872	-12%	-$116K	0.05%	194
2021 Q4	$895K	Buy	15,278 +2,189	+17%	+$134K	0.06%	165
2021 Q3	$768K	Buy	13,089 +2,525	+24%	+$141K	0.05%	162
2021 Q2	$586K	Buy	10,564 +555	+6%	+$32.6K	0.04%	203
2021 Q1	$584K	Buy	10,009 +606	+6%	+$33.2K	0.05%	189
2020 Q4	$451K	Buy	9,403 +1,371	+17%	+$62.1K	0.04%	218
2020 Q3	$306K	Sell	8,032 -477	-6%	-$18K	0.03%	261
2020 Q2	$320K	Buy	+8,509	New	+$306K	0.04%	257
2020 Q1	–	Sell	-5,257	Closed	-$296K	–	355
2019 Q4	$296K	Buy	+5,257	New	+$285K	0.04%	220

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Altium Wealth Management's TFC Position: Q2 2022 in Review

Altium Wealth Management reduced its Truist Financial (TFC) stake by 31% in Q2 2022, selling an estimated $207K and leaving 9,216 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #258.

Altium Wealth Management first reported a position in TFC in Q4 2019 and has held it in 10 quarters since. The position peaked at $895K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Altium Wealth Management held 9,216 shares of Truist Financial worth $437K as of Q2 2022.
Altium Wealth Management sold 4,190 Truist Financial shares in Q2 2022, an estimated $207K.
Truist Financial made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #258 holding.
Altium Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 10 quarters since.
Altium Wealth Management's Truist Financial position peaked at $895K in Q4 2021.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.