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Bellwether Advisors’s Truist Financial TFC Stock Holding History

Bellwether 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
Q1 		– Sell
-8
Closed -$344 – 534
2022
Q4 		$344 Buy
+8
New +$351 ﹤0.01% 408
2022
Q3 		– Sell
-110
Closed -$5K – 528
2022
Q2 		$5K Sell
110
-189
-63% -$9.32K ﹤0.01% 286
2022
Q1 		$16K Hold
299
– – ﹤0.01% 277
2021
Q4 		$17K Hold
299
– – 0.01% 285
2021
Q3 		$17K Buy
299
+189
+172% +$10.6K 0.01% 263
2021
Q2 		$6K Hold
110
– – ﹤0.01% 305
2021
Q1 		$6K Buy
+110
New +$6.03K ﹤0.01% 292

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
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

Bellwether Advisors's TFC Position: Q1 2023 in Review

Bellwether Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 8 shares — an estimated $344 sold.

Bellwether Advisors first reported a position in TFC in Q1 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Bellwether Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 8 Truist Financial shares in Q1 2023, an estimated $344.
  • Bellwether Advisors first reported a position in Truist Financial in Q1 2021 and held it in 7 quarters.
  • Bellwether Advisors's Truist Financial position peaked at $17K in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.