Amplius Wealth Advisors’s Truist Financial TFC Stock Holding History

Amplius Wealth 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
2023 Q1	–	Sell	-200,303	Closed	-$204K	–	172
2022 Q4	$204K	Sell	200,303 -292	-0.1%	-$12.8K	0.03%	153
2022 Q3	$217K	Sell	200,595 -10,781	-5%	-$519K	0.04%	140
2022 Q2	$231K	Sell	211,376 -15,668	-7%	-$773K	0.04%	144
2022 Q1	$256K	Buy	227,044 +226,514	+42,738%	+$14M	0.04%	150
2021 Q4	$31K	Buy	+530	New	+$32.4K	﹤0.01%	400

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Amplius Wealth Advisors's TFC Position: Q1 2023 in Review

Amplius Wealth Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 200,303 shares — an estimated $204K sold.

Amplius Wealth Advisors first reported a position in TFC in Q4 2021 and held it in 5 quarters. The position peaked at $256K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Amplius Wealth Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 200,303 Truist Financial shares in Q1 2023, an estimated $204K.
Amplius Wealth Advisors first reported a position in Truist Financial in Q4 2021 and held it in 5 quarters.
Amplius Wealth Advisors's Truist Financial position peaked at $256K in Q1 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Amplius Wealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.