Baldrige Asset Management’s Truist Financial TFC Stock Holding History

Baldrige Asset 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 Q1	$11K	Hold	320	–	–	﹤0.01%	256
2022 Q4	$14K	Hold	320	–	–	0.01%	236
2022 Q3	$14K	Hold	320	–	–	0.01%	230
2022 Q2	$15K	Hold	320	–	–	0.01%	236
2022 Q1	$18K	Hold	320	–	–	0.01%	234
2021 Q4	$19K	Hold	320	–	–	0.01%	241
2021 Q3	$19K	Hold	320	–	–	0.01%	241
2021 Q2	$18K	Buy	+320	New	+$18.8K	0.01%	249

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Baldrige Asset Management's TFC Position: Q1 2023 in Review

Baldrige Asset Management held its Truist Financial (TFC) position steady in Q1 2023 at 320 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Baldrige Asset Management first reported a position in TFC in Q2 2021 and has held it in 8 quarters since. The position peaked at $19K in Q4 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Baldrige Asset Management held 320 shares of Truist Financial worth $11K as of Q1 2023.
Baldrige Asset Management left its Truist Financial share count unchanged in Q1 2023.
Truist Financial made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #256 holding.
Baldrige Asset Management first reported a position in Truist Financial in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Truist Financial position peaked at $19K in Q4 2021.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.