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B.O.S.S. Retirement Advisors’s Truist Financial TFC Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-40,135
Closed -$1.72M – 285
2024
Q3 		$1.72M Buy
40,135
+1,380
+4% +$58.3K 0.35% 76
2024
Q2 		$1.51M Buy
38,755
+2,237
+6% +$84.5K 0.39% 67
2024
Q1 		$1.35M Sell
36,518
-4,293
-11% -$157K 0.52% 78
2023
Q4 		$1.51M Sell
40,811
-5,996
-13% -$188K 0.29% 115
2023
Q3 		$1.34M Sell
46,807
-4,919
-10% -$151K 0.29% 137
2023
Q2 		$1.57M Buy
51,726
+5,719
+12% +$178K 0.33% 119
2023
Q1 		$1.57M Buy
+46,007
New +$2.01M 0.37% 114

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B.O.S.S. Retirement Advisors's TFC Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 40,135 shares — an estimated $1.72M sold.

B.O.S.S. Retirement Advisors first reported a position in TFC in Q1 2023 and held it in 7 quarters. The position peaked at $1.72M in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 40,135 Truist Financial shares in Q4 2024, an estimated $1.72M.
  • B.O.S.S. Retirement Advisors first reported a position in Truist Financial in Q1 2023 and held it in 7 quarters.
  • B.O.S.S. Retirement Advisors's Truist Financial position peaked at $1.72M in Q3 2024.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.