Braun-Bostich & Associates’s Truist Financial TFC Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-6,760	Closed	-$442K	–	141
2021 Q4	$442K	Buy	+6,760	New	+$413K	0.11%	63
2020 Q3	–	Sell	-208	Closed	-$8K	–	335
2020 Q2	$8K	Hold	208	–	–	0.01%	239
2020 Q1	$6K	Hold	208	–	–	0.01%	243
2019 Q4	$12K	Buy	+208	New	+$11.3K	0.01%	223
2019 Q3	–	Sell	-370	Closed	-$18K	–	277
2019 Q2	$18K	Sell	370 -192	-34%	-$9.4K	0.02%	239
2019 Q1	$26K	Sell	562 -581	-51%	-$28.3K	0.03%	230
2018 Q4	$50K	Hold	1,143	–	–	0.05%	173
2018 Q3	$55K	Buy	1,143 +400	+54%	+$20.5K	0.05%	174
2018 Q2	$37K	Buy	743 +461	+163%	+$24.5K	0.04%	184
2018 Q1	$15K	Buy	+282	New	+$15.2K	0.01%	239

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Braun-Bostich & Associates's TFC Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 6,760 shares — an estimated $442K sold.

Braun-Bostich & Associates first reported a position in TFC in Q1 2018 and held it in 10 quarters. The position peaked at $442K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Braun-Bostich & Associates reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 6,760 Truist Financial shares in Q1 2022, an estimated $442K.
Braun-Bostich & Associates first reported a position in Truist Financial in Q1 2018 and held it in 10 quarters.
Braun-Bostich & Associates's Truist Financial position peaked at $442K in Q4 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.