Biondo Investment Advisors’s Truist Financial TFC Stock Holding History

Biondo Investment 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	-146,104	Closed	-$6.36M	–	77
2022 Q4	$6.36M	Buy	146,104 +581	+0.4%	+$25.5K	1.42%	30
2022 Q3	$6.41M	Buy	145,523 +5,061	+4%	+$244K	1.48%	30
2022 Q2	$6.73M	Buy	140,462 +7,841	+6%	+$387K	1.48%	30
2022 Q1	$7.58M	Buy	132,621 +4,336	+3%	+$268K	1.34%	29
2021 Q4	$7.57M	Buy	128,285 +5,196	+4%	+$317K	1.26%	25
2021 Q3	$7.28M	Buy	123,089 +2,175	+2%	+$122K	1.25%	25
2021 Q2	$6.76M	Buy	120,914 +5,166	+4%	+$303K	1.16%	25
2021 Q1	$6.8M	Buy	115,748 +3,393	+3%	+$186K	1.35%	25
2020 Q4	$5.43M	Buy	112,355 +10,001	+10%	+$453K	1.04%	34
2020 Q3	$3.94M	Buy	102,354 +5,643	+6%	+$213K	0.85%	39
2020 Q2	$3.66M	Buy	96,711 +27,755	+40%	+$1,000K	0.92%	37
2020 Q1	$2.16M	Buy	68,956 +3,716	+6%	+$176K	0.71%	39
2019 Q4	$3.7M	Buy	65,240 +8,560	+15%	+$463K	0.85%	40
2019 Q3	$3.05M	Buy	56,680 +365	+0.6%	+$18.1K	0.78%	41
2019 Q2	$2.79M	Buy	+56,315	New	+$2.76M	0.66%	44

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Biondo Investment Advisors's TFC Position: Q1 2023 in Review

Biondo Investment Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 146,104 shares — an estimated $6.36M sold.

Biondo Investment Advisors first reported a position in TFC in Q2 2019 and held it in 15 quarters. The position peaked at $7.58M in Q1 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Biondo Investment Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Biondo Investment Advisors sold 146,104 Truist Financial shares in Q1 2023, an estimated $6.36M.
Biondo Investment Advisors first reported a position in Truist Financial in Q2 2019 and held it in 15 quarters.
Biondo Investment Advisors's Truist Financial position peaked at $7.58M in Q1 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Biondo Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.