Atlas Capital Advisors’s Truist Financial TFC Stock Holding History

Atlas Capital 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 Q4	–	Sell	-68	Closed	-$1.95K	–	924
2023 Q3	$1.95K	Hold	68	–	–	﹤0.01%	810
2023 Q2	$2.06K	Hold	68	–	–	﹤0.01%	824
2023 Q1	$2.32K	Hold	68	–	–	﹤0.01%	830
2022 Q4	$2.93K	Hold	68	–	–	﹤0.01%	815
2022 Q3	$2.96K	Sell	68 -250	-79%	-$12K	﹤0.01%	814
2022 Q2	$15.1K	Sell	318 -1,442	-82%	-$71.1K	﹤0.01%	714
2022 Q1	$99.8K	Hold	1,760	–	–	0.02%	467
2021 Q4	$103K	Hold	1,760	–	–	0.02%	449
2021 Q3	$103K	Sell	1,760 -19,111	-92%	-$1.07M	0.02%	432
2021 Q2	$1.16M	Sell	20,871 -188	-0.9%	-$11K	0.19%	102
2021 Q1	$1.23M	Buy	+21,059	New	+$1.15M	0.24%	89
2020 Q1	–	Sell	-3,815	Closed	-$215K	–	708
2019 Q4	$215K	Buy	+3,815	New	+$207K	0.05%	309
2019 Q3	–	Sell	-534	Closed	-$26.2K	–	696
2019 Q2	$26.2K	Hold	534	–	–	0.01%	536
2019 Q1	$24.8K	Hold	534	–	–	0.01%	465
2018 Q4	$23.1K	Sell	534 -140	-21%	-$6.72K	0.01%	459
2018 Q3	$33K	Buy	+674	New	+$34.6K	0.01%	440

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Atlas Capital Advisors's TFC Position: Q4 2023 in Review

Atlas Capital Advisors sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 68 shares — an estimated $1.95K sold.

Atlas Capital Advisors first reported a position in TFC in Q3 2018 and held it in 16 quarters. The position peaked at $1.23M in Q1 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Atlas Capital Advisors reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Atlas Capital Advisors sold 68 Truist Financial shares in Q4 2023, an estimated $1.95K.
Atlas Capital Advisors first reported a position in Truist Financial in Q3 2018 and held it in 16 quarters.
Atlas Capital Advisors's Truist Financial position peaked at $1.23M in Q1 2021.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.