American Research & Management Company’s Truist Financial TFC Stock Holding History

American Research & Management Company’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	$381K	Hold	8,755	–	–	0.11%	90
2022 Q2	$415K	Hold	8,755	–	–	0.11%	92
2022 Q1	$496K	Hold	8,755	–	–	0.11%	90
2021 Q4	$513K	Hold	8,755	–	–	0.11%	93
2021 Q3	$513K	Hold	8,755	–	–	0.12%	88
2021 Q2	$486K	Hold	8,755	–	–	0.11%	93
2021 Q1	$511K	Sell	8,755 -361	-4%	-$19.8K	0.12%	93
2020 Q4	$437K	Hold	9,116	–	–	0.11%	98
2020 Q3	$347K	Sell	9,116 -194	-2%	-$7.31K	0.1%	97
2020 Q2	$350K	Hold	9,310	–	–	0.11%	95
2020 Q1	$287K	Hold	9,310	–	–	0.11%	100
2019 Q4	$524K	Buy	9,310 +7,110	+323%	+$385K	0.16%	90
2019 Q3	$117K	Hold	2,200	–	–	0.04%	148
2019 Q2	$108K	Hold	2,200	–	–	0.03%	159
2019 Q1	$102K	Hold	2,200	–	–	0.03%	164
2018 Q4	$95K	Hold	2,200	–	–	0.03%	147
2018 Q3	$107K	Hold	2,200	–	–	0.03%	149
2018 Q2	$111K	Hold	2,200	–	–	0.04%	130
2018 Q1	$114K	Hold	2,200	–	–	0.04%	139
2017 Q4	$109K	Buy	+2,200	New	+$106K	0.03%	145
2014 Q4	–	Sell	-100	Closed	-$4K	–	378
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	334
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	347
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	345
2013 Q4	$4K	Buy	+100	New	+$3.46K	﹤0.01%	348

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Research & Management Company's TFC Position: Q3 2022 in Review

American Research & Management Company held its Truist Financial (TFC) position steady in Q3 2022 at 8,755 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #90.

American Research & Management Company first reported a position in TFC in Q4 2013 and has held it in 24 quarters since. The position peaked at $524K in Q4 2019. 1,425 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

American Research & Management Company held 8,755 shares of Truist Financial worth $381K as of Q3 2022.
American Research & Management Company left its Truist Financial share count unchanged in Q3 2022.
Truist Financial made up 0.11% of American Research & Management Company's portfolio in Q3 2022, its #90 holding.
American Research & Management Company first reported a position in Truist Financial in Q4 2013 and has held it in 24 quarters since.
American Research & Management Company's Truist Financial position peaked at $524K in Q4 2019.
1,425 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.