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AXS Investments’s Truist Financial TFC Stock Holding History

AXS Investments’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
-762
Closed -$26K – 470
2023
Q1 		$26K Buy
762
+32
+4% +$1.4K 0.01% 333
2022
Q4 		$31.4K Buy
+730
New +$32K 0.01% 306
2021
Q4 		– Sell
-42,371
Closed -$2.48M – 227
2021
Q3 		$2.48M Buy
+42,371
New +$2.37M 0.93% 19

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AXS Investments's TFC Position: Q2 2023 in Review

AXS Investments sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 762 shares — an estimated $26K sold.

AXS Investments first reported a position in TFC in Q3 2021 and held it in 3 quarters. The position peaked at $2.48M in Q3 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • AXS Investments reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • AXS Investments sold 762 Truist Financial shares in Q2 2023, an estimated $26K.
  • AXS Investments first reported a position in Truist Financial in Q3 2021 and held it in 3 quarters.
  • AXS Investments's Truist Financial position peaked at $2.48M in Q3 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on AXS Investments's 13F filing for Q2 2023, filed 10 Aug 2023.