Arlington Financial Advisors’s Truist Financial TFC Stock Holding History

Arlington Financial 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 Q4	–	Sell	-5,400	Closed	-$235K	–	68
2022 Q3	$235K	Hold	5,400	–	–	0.12%	48
2022 Q2	$256K	Hold	5,400	–	–	0.12%	47
2022 Q1	$306K	Hold	5,400	–	–	0.12%	49
2021 Q4	$316K	Hold	5,400	–	–	0.11%	62
2021 Q3	$317K	Sell	5,400 -444	-8%	-$24.8K	0.12%	51
2021 Q2	$324K	Hold	5,844	–	–	0.12%	52
2021 Q1	$341K	Hold	5,844	–	–	0.14%	50
2020 Q4	$280K	Hold	5,844	–	–	0.12%	55
2020 Q3	$222K	Buy	5,844 +444	+8%	+$16.7K	0.11%	55
2020 Q2	$203K	Buy	+5,400	New	+$194K	0.11%	55
2020 Q1	–	Sell	-5,400	Closed	-$304K	–	62
2019 Q4	$304K	Sell	5,400 -962	-15%	-$52.1K	0.17%	47
2019 Q3	$340K	Hold	6,362	–	–	0.19%	44
2019 Q2	$313K	Hold	6,362	–	–	0.18%	44
2019 Q1	$296K	Hold	6,362	–	–	0.17%	48
2018 Q4	$276K	Sell	6,362 -183	-3%	-$8.79K	0.12%	68
2018 Q3	$332K	Sell	6,545 -153	-2%	-$7.85K	0.2%	43
2018 Q2	$340K	Hold	6,698	–	–	0.2%	47
2018 Q1	$351K	Hold	6,698	–	–	0.23%	44
2017 Q4	$367K	Buy	+6,698	New	+$323K	0.17%	44

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Arlington Financial Advisors's TFC Position: Q4 2022 in Review

Arlington Financial Advisors sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,400 shares — an estimated $235K sold.

Arlington Financial Advisors first reported a position in TFC in Q4 2017 and held it in 19 quarters. The position peaked at $367K in Q4 2017. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Arlington Financial Advisors reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Arlington Financial Advisors sold 5,400 Truist Financial shares in Q4 2022, an estimated $235K.
Arlington Financial Advisors first reported a position in Truist Financial in Q4 2017 and held it in 19 quarters.
Arlington Financial Advisors's Truist Financial position peaked at $367K in Q4 2017.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Arlington Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.