Baker Tilly Wealth Management’s Truist Financial TFC Stock Holding History

Baker Tilly Wealth 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 Q3	–	Sell	-11,761	Closed	-$357K	–	540
2023 Q2	$357K	Sell	11,761 -541	-4%	-$16.8K	0.04%	425
2023 Q1	$420K	Buy	12,302 +2,765	+29%	+$121K	0.05%	380
2022 Q4	$410K	Sell	9,537 -1,160	-11%	-$50.9K	0.05%	375
2022 Q3	$466K	Buy	10,697 +58	+0.5%	+$2.79K	0.06%	308
2022 Q2	$505K	Buy	10,639 +1,360	+15%	+$67.1K	0.07%	302
2022 Q1	$526K	Sell	9,279 -3,004	-24%	-$186K	0.06%	335
2021 Q4	$719K	Buy	12,283 +2,212	+22%	+$135K	0.08%	279
2021 Q3	$591K	Buy	+10,071	New	+$563K	0.08%	278

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baker Tilly Wealth Management's TFC Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 11,761 shares — an estimated $357K sold.

Baker Tilly Wealth Management first reported a position in TFC in Q3 2021 and held it in 8 quarters. The position peaked at $719K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 11,761 Truist Financial shares in Q3 2023, an estimated $357K.
Baker Tilly Wealth Management first reported a position in Truist Financial in Q3 2021 and held it in 8 quarters.
Baker Tilly Wealth Management's Truist Financial position peaked at $719K in Q4 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.