BWA
TFC icon

BDO Wealth Advisors’s Truist Financial TFC Stock Holding History

BDO Wealth 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
2023
Q2 		$281K Sell
9,263
-367
-4% -$11.4K 0.03% 224
2023
Q1 		$328K Sell
9,630
-558
-5% -$24.4K 0.04% 196
2022
Q4 		$438K Buy
10,188
+859
+9% +$37.7K 0.05% 182
2022
Q3 		$406K Sell
9,329
-809
-8% -$38.9K 0.05% 188
2022
Q2 		$481K Sell
10,138
-520
-5% -$25.6K 0.06% 178
2022
Q1 		$604K Buy
10,658
+651
+7% +$40.2K 0.06% 167
2021
Q4 		$586K Buy
10,007
+158
+2% +$9.65K 0.06% 171
2021
Q3 		$578K Buy
9,849
+375
+4% +$21K 0.06% 169
2021
Q2 		$526K Buy
9,474
+676
+8% +$39.7K 0.06% 181
2021
Q1 		$513K Sell
8,798
-517
-6% -$28.3K 0.06% 174
2020
Q4 		$446K Buy
9,315
+515
+6% +$23.3K 0.06% 152
2020
Q3 		$335K Sell
8,800
-320
-4% -$12.1K 0.05% 167
2020
Q2 		$342K Buy
9,120
+401
+5% +$14.4K 0.06% 156
2020
Q1 		$269K Buy
8,719
+571
+7% +$27K 0.05% 175
2019
Q4 		$459K Buy
8,148
+1,539
+23% +$83.3K 0.12% 116
2019
Q3 		$353K Buy
6,609
+261
+4% +$12.9K 0.09% 136
2019
Q2 		$312K Buy
6,348
+208
+3% +$10.2K 0.09% 143
2019
Q1 		$286K Buy
6,140
+1,283
+26% +$62.6K 0.08% 141
2018
Q4 		$210K Buy
4,857
+1,485
+44% +$71.3K 0.07% 142
2018
Q3 		$164K Buy
3,372
+141
+4% +$7.24K 0.05% 174
2018
Q2 		$163K Buy
3,231
+866
+37% +$46K 0.06% 170
2018
Q1 		$123K Buy
2,365
+583
+33% +$31.4K 0.05% 166
2017
Q4 		$89K Buy
1,782
+732
+70% +$35.3K 0.04% 157
2017
Q3 		$49K Hold
1,050
– – 0.02% 200
2017
Q2 		$48K Buy
+1,050
New +$45.6K 0.02% 239

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BDO Wealth Advisors's TFC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Truist Financial (TFC) stake by 3.8% in Q2 2023, selling an estimated $11.4K and leaving 9,263 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #224.

BDO Wealth Advisors first reported a position in TFC in Q2 2017 and has held it in 25 quarters since. The position peaked at $604K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • BDO Wealth Advisors held 9,263 shares of Truist Financial worth $281K as of Q2 2023.
  • BDO Wealth Advisors sold 367 Truist Financial shares in Q2 2023, an estimated $11.4K.
  • Truist Financial made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #224 holding.
  • BDO Wealth Advisors first reported a position in Truist Financial in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Truist Financial position peaked at $604K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.