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Altus Wealth Group’s Truist Financial TFC Stock Holding History

Altus Wealth Group’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
2024
Q2 		– Sell
-14,702
Closed -$573K – 145
2024
Q1 		$573K Buy
14,702
+972
+7% +$35.6K 0.29% 81
2023
Q4 		$507K Buy
13,730
+3,131
+30% +$98.3K 0.28% 83
2023
Q3 		$303K Sell
10,599
-222
-2% -$6.83K 0.19% 104
2023
Q2 		$328K Buy
10,821
+196
+2% +$6.09K 0.2% 107
2023
Q1 		$362K Sell
10,625
-369
-3% -$16.1K 0.24% 93
2022
Q4 		$473K Buy
10,994
+615
+6% +$27K 0.36% 71
2022
Q3 		$609K Hold
10,379
– – 0.61% 46
2022
Q2 		$609K Buy
10,379
+194
+2% +$9.57K 0.61% 46
2022
Q1 		$577K Buy
10,185
+37
+0.4% +$2.29K 0.47% 52
2021
Q4 		$594K Sell
10,148
-231
-2% -$14.1K 0.49% 50
2021
Q3 		$609K Buy
10,379
+1,178
+13% +$65.8K 0.61% 46
2021
Q2 		$511K Buy
9,201
+27
+0.3% +$1.59K 0.5% 49
2021
Q1 		$550K Buy
9,174
+292
+3% +$16K 0.55% 45
2020
Q4 		$426K Buy
+8,882
New +$402K 0.41% 48

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Altus Wealth Group's TFC Position: Q2 2024 in Review

Altus Wealth Group sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 14,702 shares — an estimated $573K sold.

Altus Wealth Group first reported a position in TFC in Q4 2020 and held it in 14 quarters. The position peaked at $609K in Q3 2022. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Altus Wealth Group reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Altus Wealth Group sold 14,702 Truist Financial shares in Q2 2024, an estimated $573K.
  • Altus Wealth Group first reported a position in Truist Financial in Q4 2020 and held it in 14 quarters.
  • Altus Wealth Group's Truist Financial position peaked at $609K in Q3 2022.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Altus Wealth Group's 13F filing for Q2 2024, filed 5 Aug 2024.