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BerganKDV Wealth Management’s Truist Financial TFC Stock Holding History

BerganKDV Wealth Management’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 		$3.55K Sell
117
-107
-48% -$3.32K ﹤0.01% 637
2023
Q1 		$7.64K Buy
224
+16
+8% +$698 ﹤0.01% 636
2022
Q4 		$8.94K Sell
208
-840
-80% -$36.8K ﹤0.01% 594
2022
Q3 		$46K Sell
1,048
-56
-5% -$2.69K 0.01% 380
2022
Q2 		$52K Buy
1,104
+1
+0.1% +$49 0.01% 380
2022
Q1 		$63K Sell
1,103
-2,314
-68% -$143K 0.01% 371
2021
Q4 		$200K Buy
3,417
+2,315
+210% +$141K 0.02% 262
2021
Q3 		$65K Buy
1,102
+1
+0.1% +$56 0.01% 368
2021
Q2 		$61K Hold
1,101
– – 0.01% 365
2021
Q1 		$64K Sell
1,101
-309
-22% -$16.9K 0.01% 344
2020
Q4 		$68K Buy
1,410
+56
+4% +$2.54K 0.01% 319
2020
Q3 		$52K Sell
1,354
-348
-20% -$13.1K 0.01% 332
2020
Q2 		$64K Sell
1,702
-444
-21% -$16K 0.01% 326
2020
Q1 		$66K Hold
2,146
– – 0.01% 294
2019
Q4 		$121K Buy
2,146
+1,609
+300% +$87.1K 0.02% 257
2019
Q3 		$29K Hold
537
– – 0.01% 388
2019
Q2 		$26K Hold
537
– – 0.01% 396
2019
Q1 		$25K Hold
537
– – 0.01% 410
2018
Q4 		$23K Sell
537
-311
-37% -$14.9K 0.01% 379
2018
Q3 		$41K Hold
848
– – 0.01% 342
2018
Q2 		$43K Buy
+848
New +$45.1K 0.01% 337

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

BerganKDV Wealth Management's TFC Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Truist Financial (TFC) stake by 48% in Q2 2023, selling an estimated $3.32K and leaving 117 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

BerganKDV Wealth Management first reported a position in TFC in Q2 2018 and has held it in 21 quarters since. The position peaked at $200K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • BerganKDV Wealth Management held 117 shares of Truist Financial worth $3.55K as of Q2 2023.
  • BerganKDV Wealth Management sold 107 Truist Financial shares in Q2 2023, an estimated $3.32K.
  • Truist Financial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #637 holding.
  • BerganKDV Wealth Management first reported a position in Truist Financial in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's Truist Financial position peaked at $200K in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.