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Beacon Investment Advisors’s Truist Financial TFC Stock Holding History

Beacon Investment 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
2024
Q3 		– Sell
-15,125
Closed -$588K – 154
2024
Q2 		$588K Buy
15,125
+6,071
+67% +$229K 0.3% 86
2024
Q1 		$353K Sell
9,054
-124
-1% -$4.54K 0.2% 103
2023
Q4 		$339K Buy
9,178
+129
+1% +$4.05K 0.22% 99
2023
Q3 		$259K Sell
9,049
-788
-8% -$24.2K 0.18% 103
2023
Q2 		$299K Sell
9,837
-400
-4% -$12.4K 0.2% 101
2023
Q1 		$349K Buy
10,237
+11
+0.1% +$480 0.25% 96
2022
Q4 		$440K Buy
+10,226
New +$449K 0.37% 81

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Investment Advisors's TFC Position: Q3 2024 in Review

Beacon Investment Advisors sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 15,125 shares — an estimated $588K sold.

Beacon Investment Advisors first reported a position in TFC in Q4 2022 and held it in 7 quarters. The position peaked at $588K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Beacon Investment Advisors reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Beacon Investment Advisors sold 15,125 Truist Financial shares in Q3 2024, an estimated $588K.
  • Beacon Investment Advisors first reported a position in Truist Financial in Q4 2022 and held it in 7 quarters.
  • Beacon Investment Advisors's Truist Financial position peaked at $588K in Q2 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Beacon Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.