Arcadia Investment Management’s Truist Financial TFC Stock Holding History

Arcadia Investment 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
2021 Q3	–	Sell	-133	Closed	-$7K	–	291
2021 Q2	$7K	Buy	+133	New	+$7.81K	﹤0.01%	272
2018 Q4	–	Sell	-420	Closed	-$20K	–	325
2018 Q3	$20K	Hold	420	–	–	0.01%	277
2018 Q2	$21K	Hold	420	–	–	0.01%	285
2018 Q1	$22K	Hold	420	–	–	0.01%	284
2017 Q4	$21K	Hold	420	–	–	0.01%	295
2017 Q3	$20K	Hold	420	–	–	0.01%	303
2017 Q2	$19K	Buy	420 +215	+105%	+$9.34K	0.01%	294
2017 Q1	$9K	Hold	205	–	–	﹤0.01%	381
2016 Q4	$10K	Hold	205	–	–	﹤0.01%	289
2016 Q3	$8K	Hold	205	–	–	﹤0.01%	302
2016 Q2	$7K	Hold	205	–	–	﹤0.01%	415
2016 Q1	$7K	Hold	205	–	–	﹤0.01%	272
2015 Q4	$8K	Buy	+205	New	+$7.71K	﹤0.01%	265

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arcadia Investment Management's TFC Position: Q3 2021 in Review

Arcadia Investment Management sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 133 shares — an estimated $7K sold.

Arcadia Investment Management first reported a position in TFC in Q4 2015 and held it in 13 quarters. The position peaked at $22K in Q1 2018. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Arcadia Investment Management reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
Arcadia Investment Management sold 133 Truist Financial shares in Q3 2021, an estimated $7K.
Arcadia Investment Management first reported a position in Truist Financial in Q4 2015 and held it in 13 quarters.
Arcadia Investment Management's Truist Financial position peaked at $22K in Q1 2018.
1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Arcadia Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.