Azimuth Capital Management’s Truist Financial TFC Stock Holding History

Azimuth Capital 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
2022 Q1	$2.44M	Sell	43,064 -600	-1%	-$37.1K	0.1%	186
2021 Q4	$2.56M	Sell	43,664 -12,438	-22%	-$760K	0.1%	179
2021 Q3	$3.29M	Buy	56,102 +1,503	+3%	+$84K	0.14%	176
2021 Q2	$3.03M	Buy	54,599 +791	+1%	+$46.5K	0.13%	180
2021 Q1	$3.14M	Sell	53,808 -1,797	-3%	-$98.5K	0.15%	181
2020 Q4	$2.67M	Sell	55,605 -200	-0.4%	-$9.05K	0.13%	175
2020 Q3	$2.12M	Buy	55,805 +4,164	+8%	+$157K	0.12%	165
2020 Q2	$1.94M	Buy	51,641 +6,608	+15%	+$238K	0.12%	170
2020 Q1	$1.39M	Sell	45,033 -2,006	-4%	-$94.9K	0.1%	182
2019 Q4	$2.65M	Buy	+47,039	New	+$2.55M	0.16%	162
2019 Q3	–	Sell	-36,125	Closed	-$1.77M	–	281
2019 Q2	$1.77M	Buy	36,125 +415	+1%	+$20.3K	0.12%	174
2019 Q1	$1.66M	Buy	35,710 +490	+1%	+$23.9K	0.11%	176
2018 Q4	$1.53M	Buy	35,220 +1,575	+5%	+$75.6K	0.12%	174
2018 Q3	$1.63M	Buy	33,645 +900	+3%	+$46.2K	0.11%	175
2018 Q2	$1.65M	Buy	32,745 +560	+2%	+$29.8K	0.12%	176
2018 Q1	$1.68M	Buy	32,185 +466	+1%	+$25.1K	0.12%	171
2017 Q4	$1.58M	Buy	31,719 +600	+2%	+$29K	0.11%	179
2017 Q3	$1.46M	Buy	31,119 +150	+0.5%	+$6.9K	0.11%	184
2017 Q2	$1.41M	Buy	30,969 +275	+0.9%	+$11.9K	0.11%	181
2017 Q1	$1.37M	Buy	30,694 +1,844	+6%	+$86.2K	0.11%	180
2016 Q4	$1.36M	Buy	28,850 +1,160	+4%	+$49.3K	0.12%	177
2016 Q3	$1.04M	Buy	27,690 +1,205	+5%	+$44.9K	0.09%	185
2016 Q2	$943K	Sell	26,485 -710	-3%	-$24.8K	0.08%	192
2016 Q1	$905K	Buy	27,195 +950	+4%	+$31.6K	0.09%	184
2015 Q4	$992K	Buy	26,245 +4,775	+22%	+$180K	0.1%	182
2015 Q3	$764K	Buy	21,470 +2,235	+12%	+$86.2K	0.08%	202
2015 Q2	$775K	Buy	19,235 +4,175	+28%	+$165K	0.08%	209
2015 Q1	$587K	Buy	15,060 +4,100	+37%	+$155K	0.06%	224
2014 Q4	$426K	Buy	10,960 +3,570	+48%	+$134K	0.04%	239
2014 Q3	$275K	Buy	7,390 +885	+14%	+$33.4K	0.03%	249
2014 Q2	$256K	Buy	+6,505	New	+$249K	0.03%	263

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Azimuth Capital Management's TFC Position: Q1 2022 in Review

Azimuth Capital Management reduced its Truist Financial (TFC) stake by 1.4% in Q1 2022, selling an estimated $37.1K and leaving 43,064 shares worth $2.44M. The position accounts for 0.1% of the portfolio, ranked #186.

Azimuth Capital Management first reported a position in TFC in Q2 2014 and has held it in 31 quarters since. The position peaked at $3.29M in Q3 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Azimuth Capital Management held 43,064 shares of Truist Financial worth $2.44M as of Q1 2022.
Azimuth Capital Management sold 600 Truist Financial shares in Q1 2022, an estimated $37.1K.
Truist Financial made up 0.1% of Azimuth Capital Management's portfolio in Q1 2022, its #186 holding.
Azimuth Capital Management first reported a position in Truist Financial in Q2 2014 and has held it in 31 quarters since.
Azimuth Capital Management's Truist Financial position peaked at $3.29M in Q3 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.