Bessemer Securities’s Truist Financial TFC Stock Holding History

Bessemer Securities’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 Q4	–	Sell	-6,966	Closed	-$199K	–	103
2023 Q3	$199K	Sell	6,966 -9,430	-58%	-$290K	0.28%	117
2023 Q2	$498K	Sell	16,396 -3,300	-17%	-$102K	0.33%	103
2023 Q1	$672K	Sell	19,696 -5,400	-22%	-$236K	0.31%	100
2022 Q4	$1.08M	Hold	25,096	–	–	0.48%	77
2022 Q3	$1.09M	Hold	25,096	–	–	0.39%	70
2022 Q2	$1.19M	Hold	25,096	–	–	0.42%	71
2022 Q1	$1.42M	Hold	25,096	–	–	0.42%	67
2021 Q4	$1.47M	Buy	25,096 +1,618	+7%	+$98.9K	0.4%	71
2021 Q3	$1.38M	Buy	23,478 +3,100	+15%	+$173K	0.47%	61
2021 Q2	$1.13M	Hold	20,378	–	–	0.44%	62
2021 Q1	$1.19M	Buy	20,378 +5,780	+40%	+$317K	0.5%	60
2020 Q4	$700K	Hold	14,598	–	–	0.29%	40
2020 Q3	$555K	Sell	14,598 -100	-0.7%	-$3.77K	0.26%	49
2020 Q2	$552K	Hold	14,698	–	–	0.28%	43
2020 Q1	$453K	Hold	14,698	–	–	0.22%	64
2019 Q4	$828K	Buy	+14,698	New	+$796K	0.32%	55

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Securities's TFC Position: Q4 2023 in Review

Bessemer Securities sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 6,966 shares — an estimated $199K sold.

Bessemer Securities first reported a position in TFC in Q4 2019 and held it in 16 quarters. The position peaked at $1.47M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Bessemer Securities reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 6,966 Truist Financial shares in Q4 2023, an estimated $199K.
Bessemer Securities first reported a position in Truist Financial in Q4 2019 and held it in 16 quarters.
Bessemer Securities's Truist Financial position peaked at $1.47M in Q4 2021.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.