BBR Partners’s Truist Financial TFC Stock Holding History

BBR Partners’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 Q3	–	Sell	-5,422	Closed	-$257K	–	226
2022 Q2	$257K	Hold	5,422	–	–	0.03%	182
2022 Q1	$307K	Sell	5,422 -119	-2%	-$7.35K	0.03%	179
2021 Q4	$324K	Buy	5,541 +119	+2%	+$7.27K	0.04%	151
2021 Q3	$318K	Hold	5,422	–	–	0.03%	167
2021 Q2	$301K	Sell	5,422 -167	-3%	-$9.81K	0.02%	156
2021 Q1	$326K	Buy	5,589 +154	+3%	+$8.44K	0.03%	158
2020 Q4	$260K	Buy	5,435 +13	+0.2%	+$589	0.02%	159
2020 Q3	$206K	Buy	+5,422	New	+$204K	0.02%	171

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

BBR Partners's TFC Position: Q3 2022 in Review

BBR Partners sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 5,422 shares — an estimated $257K sold.

BBR Partners first reported a position in TFC in Q3 2020 and held it in 8 quarters. The position peaked at $326K in Q1 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

BBR Partners reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
BBR Partners sold 5,422 Truist Financial shares in Q3 2022, an estimated $257K.
BBR Partners first reported a position in Truist Financial in Q3 2020 and held it in 8 quarters.
BBR Partners's Truist Financial position peaked at $326K in Q1 2021.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on BBR Partners's 13F filing for Q3 2022, filed 10 Nov 2022.