Atwater Malick’s Truist Financial TFC Stock Holding History

Atwater Malick’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
2021 Q4	–	Sell	-4,274	Closed	-$251K	–	60
2021 Q3	$251K	Hold	4,274	–	–	0.13%	43
2021 Q2	$237K	Hold	4,274	–	–	0.13%	42
2021 Q1	$249K	Hold	4,274	–	–	0.15%	39
2020 Q4	$205K	Buy	+4,274	New	+$194K	0.13%	41
2020 Q1	–	Sell	-5,224	Closed	-$294K	–	43
2019 Q4	$294K	Hold	5,224	–	–	0.23%	34
2019 Q3	$279K	Sell	5,224 -800	-13%	-$39.6K	0.23%	33
2019 Q2	$296K	Buy	+6,024	New	+$295K	0.27%	32

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Atwater Malick's TFC Position: Q4 2021 in Review

Atwater Malick sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 4,274 shares — an estimated $251K sold.

Atwater Malick first reported a position in TFC in Q2 2019 and held it in 7 quarters. The position peaked at $296K in Q2 2019. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

Atwater Malick reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
Atwater Malick sold 4,274 Truist Financial shares in Q4 2021, an estimated $251K.
Atwater Malick first reported a position in Truist Financial in Q2 2019 and held it in 7 quarters.
Atwater Malick's Truist Financial position peaked at $296K in Q2 2019.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Atwater Malick's 13F filing for Q4 2021, filed 21 Jan 2022.