Antonetti Capital Management’s Truist Financial TFC Stock Holding History

Antonetti Capital 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 Q3	$24.3K	Sell	849 -200	-19%	-$6.15K	0.04%	142
2023 Q2	$31.8K	Hold	1,049	–	–	0.05%	128
2023 Q1	$35.8K	Buy	1,049 +524	+100%	+$22.9K	0.05%	123
2022 Q4	$22.6K	Hold	525	–	–	0.03%	164
2022 Q3	$23K	Sell	525 -100	-16%	-$4.81K	0.03%	153
2022 Q2	$30K	Sell	625 -200	-24%	-$9.86K	0.03%	137
2022 Q1	$47K	Sell	825 -206	-20%	-$12.7K	0.04%	120
2021 Q4	$60K	Buy	1,031 +1,006	+4,024%	+$61.5K	0.05%	144
2021 Q3	$1K	Buy	+25	New	+$1.4K	﹤0.01%	411

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Antonetti Capital Management's TFC Position: Q3 2023 in Review

Antonetti Capital Management reduced its Truist Financial (TFC) stake by 19% in Q3 2023, selling an estimated $6.15K and leaving 849 shares worth $24.3K. The position accounts for 0.04% of the portfolio, ranked #142.

Antonetti Capital Management first reported a position in TFC in Q3 2021 and has held it in 9 quarters since. The position peaked at $60K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Antonetti Capital Management held 849 shares of Truist Financial worth $24.3K as of Q3 2023.
Antonetti Capital Management sold 200 Truist Financial shares in Q3 2023, an estimated $6.15K.
Truist Financial made up 0.04% of Antonetti Capital Management's portfolio in Q3 2023, its #142 holding.
Antonetti Capital Management first reported a position in Truist Financial in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Truist Financial position peaked at $60K in Q4 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.