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Bright Futures Wealth Management’s Truist Financial TFC Stock Holding History

Bright Futures 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
Q4 		– Sell
-4,665
Closed -$202K – 223
2024
Q3 		$202K Buy
+4,665
New +$197K 0.1% 212

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's TFC Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 4,665 shares — an estimated $202K sold.

Bright Futures Wealth Management first reported a position in TFC in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,665 Truist Financial shares in Q4 2024, an estimated $202K.
  • Bright Futures Wealth Management first reported a position in Truist Financial in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's Truist Financial position peaked at $202K in Q3 2024.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.