Bedel Financial Consulting’s Truist Financial TFC Stock Holding History

Bedel Financial Consulting’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
2021 Q4	–	Sell	-162	Closed	-$10K	–	1077
2021 Q3	$10K	Hold	162	–	–	﹤0.01%	672
2021 Q2	$9K	Hold	162	–	–	﹤0.01%	698
2021 Q1	$9K	Hold	162	–	–	﹤0.01%	663
2020 Q4	$8K	Hold	162	–	–	﹤0.01%	598
2020 Q3	$6K	Hold	162	–	–	﹤0.01%	594
2020 Q2	$6K	Sell	162 -22	-12%	-$792	﹤0.01%	567
2020 Q1	$6K	Buy	184 +22	+14%	+$1.04K	﹤0.01%	557
2019 Q4	$9K	Hold	162	–	–	0.01%	528
2019 Q3	$9K	Buy	+162	New	+$8.03K	0.01%	507
2018 Q4	–	Sell	-167	Closed	-$7K	–	713
2018 Q3	$7K	Sell	167 -78	-32%	-$4K	﹤0.01%	528
2018 Q2	$12K	Hold	245	–	–	0.01%	458
2018 Q1	$13K	Buy	+245	New	+$13.2K	0.01%	440

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

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

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

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

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

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

Bedel Financial Consulting's TFC Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 162 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in TFC in Q1 2018 and held it in 12 quarters. The position peaked at $13K in Q1 2018. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

Bedel Financial Consulting reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
Bedel Financial Consulting sold 162 Truist Financial shares in Q4 2021, an estimated $10K.
Bedel Financial Consulting first reported a position in Truist Financial in Q1 2018 and held it in 12 quarters.
Bedel Financial Consulting's Truist Financial position peaked at $13K in Q1 2018.
1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.