Argonautica Private Wealth Management’s Truist Financial TFC Stock Holding History

Argonautica Private Wealth 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 Q2	–	Sell	-41,484	Closed	-$1.41M	–	190
2023 Q1	$1.41M	Buy	41,484 +759	+2%	+$33.1K	0.71%	45
2022 Q4	$1.75M	Buy	+40,725	New	+$1.79M	0.9%	35

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Argonautica Private Wealth Management's TFC Position: Q2 2023 in Review

Argonautica Private Wealth Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 41,484 shares — an estimated $1.41M sold.

Argonautica Private Wealth Management first reported a position in TFC in Q4 2022 and held it in 2 quarters. The position peaked at $1.75M in Q4 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Argonautica Private Wealth Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Argonautica Private Wealth Management sold 41,484 Truist Financial shares in Q2 2023, an estimated $1.41M.
Argonautica Private Wealth Management first reported a position in Truist Financial in Q4 2022 and held it in 2 quarters.
Argonautica Private Wealth Management's Truist Financial position peaked at $1.75M in Q4 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.