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Annapolis Financial Services’s Truist Financial TFC Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$29.5K Hold
690
– – 0.01% 195
2024
Q2 		$26.8K Hold
690
– – 0.01% 197
2024
Q1 		$26.9K Sell
690
-3,022
-81% -$111K 0.01% 198
2023
Q4 		$137K Sell
3,712
-2,503
-40% -$78.6K 0.03% 135
2023
Q3 		$178K Hold
6,215
– – 0.05% 114
2023
Q2 		$189K Hold
6,215
– – 0.05% 116
2023
Q1 		$212K Hold
6,215
– – 0.06% 107
2022
Q4 		$267K Sell
6,215
-343
-5% -$15K 0.09% 96
2022
Q3 		$286K Buy
6,558
+343
+6% +$16.5K 0.11% 94
2022
Q2 		$295K Hold
6,215
– – 0.11% 93
2022
Q1 		$352K Sell
6,215
-405
-6% -$25K 0.11% 92
2021
Q4 		$388K Sell
6,620
-2,659
-29% -$162K 0.12% 89
2021
Q3 		$544K Buy
9,279
+3,064
+49% +$171K 0.18% 77
2021
Q2 		$345K Hold
6,215
– – 0.12% 86
2021
Q1 		$362K Hold
6,215
– – 0.13% 74
2020
Q4 		$298K Buy
+6,215
New +$281K 0.12% 80

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annapolis Financial Services's TFC Position: Q3 2024 in Review

Annapolis Financial Services held its Truist Financial (TFC) position steady in Q3 2024 at 690 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #195.

Annapolis Financial Services first reported a position in TFC in Q4 2020 and has held it in 16 quarters since. The position peaked at $544K in Q3 2021. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Annapolis Financial Services held 690 shares of Truist Financial worth $29.5K as of Q3 2024.
  • Annapolis Financial Services left its Truist Financial share count unchanged in Q3 2024.
  • Truist Financial made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #195 holding.
  • Annapolis Financial Services first reported a position in Truist Financial in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Truist Financial position peaked at $544K in Q3 2021.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.