Apriem Advisors’s Truist Financial TFC Stock Holding History

Apriem 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
2022 Q1	–	Sell	-3,557	Closed	-$208K	–	155
2021 Q4	$208K	Buy	3,557 +38	+1%	+$2.32K	0.03%	137
2021 Q3	$206K	Buy	+3,519	New	+$197K	0.03%	143
2021 Q2	–	Sell	-3,519	Closed	-$205K	–	157
2021 Q1	$205K	Buy	+3,519	New	+$193K	0.03%	138
2018 Q3	–	Sell	-2,000	Closed	-$101K	–	354
2018 Q2	$101K	Buy	+2,000	New	+$106K	0.02%	176
2017 Q2	–	Sell	-2,113	Closed	-$94K	–	495
2017 Q1	$94K	Hold	2,113	–	–	0.03%	177
2016 Q4	$99K	Buy	2,113 +113	+6%	+$4.81K	0.03%	169
2016 Q3	$75K	Hold	2,000	–	–	0.02%	188
2016 Q2	$71K	Sell	2,000 -109	-5%	-$3.81K	0.02%	193
2016 Q1	$70K	Buy	2,109 +109	+5%	+$3.62K	0.03%	169
2015 Q4	$76K	Hold	2,000	–	–	0.03%	161
2015 Q3	$71K	Buy	2,000 +600	+43%	+$23.2K	0.03%	166
2015 Q2	$56K	Hold	1,400	–	–	0.02%	202
2015 Q1	$55K	Hold	1,400	–	–	0.02%	199
2014 Q4	$54K	Buy	1,400 +1,000	+250%	+$37.6K	0.02%	184
2014 Q3	$15K	Buy	+400	New	+$15.1K	0.01%	333

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Apriem Advisors's TFC Position: Q1 2022 in Review

Apriem Advisors sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,557 shares — an estimated $208K sold.

Apriem Advisors first reported a position in TFC in Q3 2014 and held it in 15 quarters. The position peaked at $208K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Apriem Advisors reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Apriem Advisors sold 3,557 Truist Financial shares in Q1 2022, an estimated $208K.
Apriem Advisors first reported a position in Truist Financial in Q3 2014 and held it in 15 quarters.
Apriem Advisors's Truist Financial position peaked at $208K in Q4 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Apriem Advisors's 13F filing for Q1 2022, filed 10 May 2022.