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Arete Wealth Advisors’s Truist Financial TFC Stock Holding History

Arete Wealth 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
2023
Q1 		– Sell
-12,859
Closed -$553M – 718
2022
Q4 		$553M Sell
12,859
-1,726
-12% -$75.7K 0.05% 307
2022
Q3 		$635K Buy
14,585
+7,037
+93% +$339K 0.06% 257
2022
Q2 		$358K Buy
7,548
+484
+7% +$23.9K 0.04% 304
2022
Q1 		$401K Buy
7,064
+877
+14% +$54.2K 0.03% 331
2021
Q4 		$371K Buy
6,187
+1,607
+35% +$98.2K 0.03% 344
2021
Q3 		$269K Buy
+4,580
New +$256K 0.03% 344
2020
Q3 		– Sell
-11,307
Closed -$425K – 412
2020
Q2 		$425K Sell
11,307
-95
-0.8% -$3.42K 0.07% 241
2020
Q1 		$352K Sell
11,402
-2,263
-17% -$107K 0.07% 231
2019
Q4 		$770K Buy
+13,665
New +$740K 0.13% 182

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

Arete Wealth Advisors's TFC Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 12,859 shares — an estimated $553M sold.

Arete Wealth Advisors first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $553M in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,859 Truist Financial shares in Q1 2023, an estimated $553M.
  • Arete Wealth Advisors first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
  • Arete Wealth Advisors's Truist Financial position peaked at $553M in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.