AM Squared’s Truist Financial TFC Stock Holding History

AM Squared’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	-3,800	Closed	-$115K	–	130
2023 Q2	$115K	Sell	3,800 -6,200	-62%	-$193K	0.13%	57
2023 Q1	$341K	Buy	10,000 +600	+6%	+$26.2K	0.26%	54
2022 Q4	$404K	Buy	+9,400	New	+$412K	0.27%	50

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AM Squared's TFC Position: Q3 2023 in Review

AM Squared sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 3,800 shares — an estimated $115K sold.

AM Squared first reported a position in TFC in Q4 2022 and held it in 3 quarters. The position peaked at $404K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

AM Squared reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
AM Squared sold 3,800 Truist Financial shares in Q3 2023, an estimated $115K.
AM Squared first reported a position in Truist Financial in Q4 2022 and held it in 3 quarters.
AM Squared's Truist Financial position peaked at $404K in Q4 2022.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on AM Squared's 13F filing for Q3 2023, filed 7 Nov 2023.