Bank Julius Baer & Co
TFC icon

Bank Julius Baer & Co’s Truist Financial TFC Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-4,736
Closed -$204K – 607
2022
Q4 		$204K Buy
4,736
+75
+2% +$3.29K ﹤0.01% 423
2022
Q3 		$203K Buy
+4,661
New +$224K ﹤0.01% 403

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank Julius Baer & Co's TFC Position: Q1 2023 in Review

Bank Julius Baer & Co sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 4,736 shares — an estimated $204K sold.

Bank Julius Baer & Co first reported a position in TFC in Q3 2022 and held it in 2 quarters. The position peaked at $204K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Bank Julius Baer & Co reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,736 Truist Financial shares in Q1 2023, an estimated $204K.
  • Bank Julius Baer & Co first reported a position in Truist Financial in Q3 2022 and held it in 2 quarters.
  • Bank Julius Baer & Co's Truist Financial position peaked at $204K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Bank Julius Baer & Co's 13F filing for Q1 2023, filed 11 May 2023.