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American Portfolios Advisors’s Truist Financial TFC Stock Holding History

American Portfolios Advisors’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
Q3 		$1.28M Sell
29,377
-19
-0.1% -$914 0.05% 349
2022
Q2 		$1.39M Buy
29,396
+402
+1% +$19.8K 0.06% 324
2022
Q1 		$1.64M Sell
28,994
-259
-0.9% -$16K 0.06% 328
2021
Q4 		$1.71M Buy
29,253
+1,336
+5% +$81.6K 0.06% 319
2021
Q3 		$1.64M Buy
27,917
+437
+2% +$24.4K 0.06% 307
2021
Q2 		$1.53M Sell
27,480
-1,487
-5% -$87.4K 0.06% 309
2021
Q1 		$1.69M Buy
28,967
+558
+2% +$30.6K 0.07% 267
2020
Q4 		$1.36M Buy
28,409
+6,276
+28% +$284K 0.07% 268
2020
Q3 		$842K Buy
22,133
+873
+4% +$32.9K 0.05% 334
2020
Q2 		$798K Sell
21,260
-4,970
-19% -$179K 0.05% 327
2020
Q1 		$809K Buy
26,230
+8,865
+51% +$419K 0.07% 261
2019
Q4 		$978K Buy
17,365
+2,426
+16% +$131K 0.07% 271
2019
Q3 		$797K Buy
14,939
+190
+1% +$9.42K 0.07% 289
2019
Q2 		$725K Buy
14,749
+129
+0.9% +$6.32K 0.06% 303
2019
Q1 		$680K Buy
14,620
+581
+4% +$28.3K 0.06% 289
2018
Q4 		$608K Sell
14,039
-351
-2% -$16.9K 0.08% 243
2018
Q3 		$699K Buy
14,390
+10,666
+286% +$547K 0.08% 242
2018
Q2 		$188K Buy
3,724
+5
+0.1% +$266 0.03% 571
2018
Q1 		$194K Sell
3,719
-214
-5% -$11.5K 0.03% 527
2017
Q4 		$196K Buy
+3,933
New +$190K 0.03% 508

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Portfolios Advisors's TFC Position: Q3 2022 in Review

American Portfolios Advisors reduced its Truist Financial (TFC) stake by 0.06% in Q3 2022, selling an estimated $914 and leaving 29,377 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #349.

American Portfolios Advisors first reported a position in TFC in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • American Portfolios Advisors held 29,377 shares of Truist Financial worth $1.28M as of Q3 2022.
  • American Portfolios Advisors sold 19 Truist Financial shares in Q3 2022, an estimated $914.
  • Truist Financial made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #349 holding.
  • American Portfolios Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Truist Financial position peaked at $1.71M in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.