Avantax Planning Partners’s Truist Financial TFC Stock Holding History

Avantax Planning Partners’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
2024 Q2	–	Sell	-5,242	Closed	-$204K	–	491
2024 Q1	$204K	Buy	+5,242	New	+$192K	0.01%	444
2022 Q2	–	Sell	-3,649	Closed	-$207K	–	370
2022 Q1	$207K	Sell	3,649 -125	-3%	-$7.72K	0.01%	338
2021 Q4	$221K	Buy	3,774 +308	+9%	+$18.8K	0.01%	320
2021 Q3	$203K	Buy	+3,466	New	+$194K	0.01%	318
2018 Q4	–	Sell	-595	Closed	-$29K	–	1098
2018 Q3	$29K	Buy	+595	New	+$30.5K	﹤0.01%	619
2018 Q2	–	Sell	-1,143	Closed	-$59K	–	1345
2018 Q1	$59K	Buy	+1,143	New	+$61.6K	0.01%	502

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Avantax Planning Partners's TFC Position: Q2 2024 in Review

Avantax Planning Partners sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 5,242 shares — an estimated $204K sold.

Avantax Planning Partners first reported a position in TFC in Q1 2018 and held it in 6 quarters. The position peaked at $221K in Q4 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Avantax Planning Partners reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Avantax Planning Partners sold 5,242 Truist Financial shares in Q2 2024, an estimated $204K.
Avantax Planning Partners first reported a position in Truist Financial in Q1 2018 and held it in 6 quarters.
Avantax Planning Partners's Truist Financial position peaked at $221K in Q4 2021.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.