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Andesa Financial Management’s Truist Financial TFC Stock Holding History

Andesa Financial Management’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
-5,699
Closed -$245K – 151
2022
Q4 		$245K Sell
5,699
-984
-15% -$43.2K 0.13% 130
2022
Q3 		$293K Buy
6,683
+909
+16% +$43.7K 0.1% 124
2022
Q2 		$274K Sell
5,774
-1,925
-25% -$94.9K 0.17% 107
2022
Q1 		$437K Sell
7,699
-1,932
-20% -$119K 0.24% 91
2021
Q4 		$564K Buy
9,631
+413
+4% +$25.2K 0.28% 83
2021
Q3 		$541K Buy
9,218
+56
+0.6% +$3.13K 0.29% 80
2021
Q2 		$509K Buy
9,162
+380
+4% +$22.3K 0.15% 94
2021
Q1 		$512K Buy
8,782
+426
+5% +$23.3K 0.17% 89
2020
Q4 		$399K Buy
8,356
+1,287
+18% +$58.3K 0.26% 88
2020
Q3 		$269K Buy
7,069
+381
+6% +$14.4K 0.11% 120
2020
Q2 		$252K Buy
+6,688
New +$241K 0.22% 93
2020
Q1 		– Sell
-4,024
Closed -$228K – 106
2019
Q4 		$228K Buy
+4,024
New +$218K 0.2% 92

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Andesa Financial Management's TFC Position: Q1 2023 in Review

Andesa Financial Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,699 shares — an estimated $245K sold.

Andesa Financial Management first reported a position in TFC in Q4 2019 and held it in 12 quarters. The position peaked at $564K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Andesa Financial Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Andesa Financial Management sold 5,699 Truist Financial shares in Q1 2023, an estimated $245K.
  • Andesa Financial Management first reported a position in Truist Financial in Q4 2019 and held it in 12 quarters.
  • Andesa Financial Management's Truist Financial position peaked at $564K in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.