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Azimuth Capital Investment Management’s Truist Financial TFC Stock Holding History

Azimuth Capital Investment Management’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
-42,930
Closed -$1.46M – 314
2023
Q1 		$1.46M Sell
42,930
-1,428
-3% -$62.3K 0.07% 205
2022
Q4 		$1.91M Buy
44,358
+447
+1% +$19.6K 0.1% 188
2022
Q3 		$1.91M Sell
43,911
-253
-0.6% -$12.2K 0.1% 186
2022
Q2 		$2.1M Buy
+44,164
New +$2.18M 0.11% 190

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

Azimuth Capital Investment Management's TFC Position: Q2 2023 in Review

Azimuth Capital Investment Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 42,930 shares — an estimated $1.46M sold.

Azimuth Capital Investment Management first reported a position in TFC in Q2 2022 and held it in 4 quarters. The position peaked at $2.1M in Q2 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Azimuth Capital Investment Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 42,930 Truist Financial shares in Q2 2023, an estimated $1.46M.
  • Azimuth Capital Investment Management first reported a position in Truist Financial in Q2 2022 and held it in 4 quarters.
  • Azimuth Capital Investment Management's Truist Financial position peaked at $2.1M in Q2 2022.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.