BKM Wealth Management’s Truist Financial TFC Stock Holding History

BKM 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
2024 Q1	–	Sell	-2,121	Closed	-$78.3K	–	514
2023 Q4	$78.3K	Buy	+2,121	New	+$66.6K	0.03%	221

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

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

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

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

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

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

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

BKM Wealth Management's TFC Position: Q1 2024 in Review

BKM Wealth Management sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 2,121 shares — an estimated $78.3K sold.

BKM Wealth Management first reported a position in TFC in Q4 2023 and held it in 1 quarter. The position peaked at $78.3K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

BKM Wealth Management reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 2,121 Truist Financial shares in Q1 2024, an estimated $78.3K.
BKM Wealth Management first reported a position in Truist Financial in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Truist Financial position peaked at $78.3K in Q4 2023.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.