Benson Investment Management Company’s Truist Financial TFC Stock Holding History

Benson Investment Management Company’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	-62,765	Closed	-$3.68M	–	70
2021 Q3	$3.68M	Buy	62,765 +175	+0.3%	+$9.78K	1.9%	28
2021 Q2	$3.47M	Buy	62,590 +1,420	+2%	+$83.4K	1.77%	35
2021 Q1	$3.57M	Buy	+61,170	New	+$3.35M	2.08%	29
2019 Q1	–	Sell	-52,310	Closed	-$2.27M	–	69
2018 Q4	$2.27M	Sell	52,310 -495	-0.9%	-$23.8K	1.92%	36
2018 Q3	$2.56M	Buy	+52,805	New	+$2.71M	1.93%	32

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

Benson Investment Management Company's TFC Position: Q4 2021 in Review

Benson Investment Management Company sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 62,765 shares — an estimated $3.68M sold.

Benson Investment Management Company first reported a position in TFC in Q3 2018 and held it in 5 quarters. The position peaked at $3.68M in Q3 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

Benson Investment Management Company reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
Benson Investment Management Company sold 62,765 Truist Financial shares in Q4 2021, an estimated $3.68M.
Benson Investment Management Company first reported a position in Truist Financial in Q3 2018 and held it in 5 quarters.
Benson Investment Management Company's Truist Financial position peaked at $3.68M in Q3 2021.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Benson Investment Management Company's 13F filing for Q4 2021, filed 19 Jan 2022.