Breiter Capital Management’s Truist Financial TFC Stock Holding History

Breiter Capital 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
2022 Q1	$241K	Sell	4,249 -588	-12%	-$36.3K	0.12%	121
2021 Q4	$283K	Sell	4,837 -13	-0.3%	-$794	0.14%	112
2021 Q3	$284K	Buy	+4,850	New	+$271K	0.16%	113
2020 Q1	–	Sell	-6,190	Closed	-$349K	–	116
2019 Q4	$349K	Buy	+6,190	New	+$335K	0.38%	66

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

Breiter Capital Management's TFC Position: Q1 2022 in Review

Breiter Capital Management reduced its Truist Financial (TFC) stake by 12% in Q1 2022, selling an estimated $36.3K and leaving 4,249 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #121.

Breiter Capital Management first reported a position in TFC in Q4 2019 and has held it in 4 quarters since. The position peaked at $349K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Breiter Capital Management held 4,249 shares of Truist Financial worth $241K as of Q1 2022.
Breiter Capital Management sold 588 Truist Financial shares in Q1 2022, an estimated $36.3K.
Truist Financial made up 0.12% of Breiter Capital Management's portfolio in Q1 2022, its #121 holding.
Breiter Capital Management first reported a position in Truist Financial in Q4 2019 and has held it in 4 quarters since.
Breiter Capital Management's Truist Financial position peaked at $349K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.