Bradley & Co Private Wealth Management’s Truist Financial TFC Stock Holding History

Bradley & Co Private 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 Q3	–	Sell	-212	Closed	-$6.43K	–	187
2023 Q2	$6.43K	Hold	212	–	–	0.01%	127
2023 Q1	$7.23K	Hold	212	–	–	0.01%	122
2022 Q4	$9.12K	Hold	212	–	–	0.01%	118
2022 Q3	$9K	Hold	212	–	–	0.01%	129
2022 Q2	$10K	Buy	+212	New	+$10.5K	0.01%	134

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bradley & Co Private Wealth Management's TFC Position: Q3 2023 in Review

Bradley & Co Private Wealth Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 212 shares — an estimated $6.43K sold.

Bradley & Co Private Wealth Management first reported a position in TFC in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q2 2022. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Bradley & Co Private Wealth Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 212 Truist Financial shares in Q3 2023, an estimated $6.43K.
Bradley & Co Private Wealth Management first reported a position in Truist Financial in Q2 2022 and held it in 5 quarters.
Bradley & Co Private Wealth Management's Truist Financial position peaked at $10K in Q2 2022.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.