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	-$553K	–	718
2022 Q4	$553K	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $553K sold.

Arete Wealth Advisors first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $770K in Q4 2019. 1,396 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 $553K.
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 $770K in Q4 2019.
1,396 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.