Blue Barn Wealth’s Truist Financial TFC Stock Holding History

Blue Barn Wealth’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
2022 Q4	–	Sell	-5,235	Closed	-$228K	–	137
2022 Q3	$228K	Buy	5,235 +931	+22%	+$44.8K	0.16%	96
2022 Q2	$204K	Buy	+4,304	New	+$212K	0.16%	109
2022 Q1	–	Sell	-3,885	Closed	-$227K	–	131
2021 Q4	$227K	Sell	3,885 -2	-0.1%	-$122	0.15%	104
2021 Q3	$228K	Buy	+3,887	New	+$217K	0.2%	91

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Blue Barn Wealth's TFC Position: Q4 2022 in Review

Blue Barn Wealth sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,235 shares — an estimated $228K sold.

Blue Barn Wealth first reported a position in TFC in Q3 2021 and held it in 4 quarters. The position peaked at $228K in Q3 2022. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Blue Barn Wealth reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Blue Barn Wealth sold 5,235 Truist Financial shares in Q4 2022, an estimated $228K.
Blue Barn Wealth first reported a position in Truist Financial in Q3 2021 and held it in 4 quarters.
Blue Barn Wealth's Truist Financial position peaked at $228K in Q3 2022.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Blue Barn Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.