BT Wealth Management’s Truist Financial TFC Stock Holding History

BT 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
2022 Q2	$500K	Hold	10,542	–	–	0.14%	37
2022 Q1	$598K	Sell	10,542 -4,000	-28%	-$247K	0.16%	36
2021 Q4	$851K	Buy	14,542 +2,864	+25%	+$175K	0.23%	27
2021 Q3	$685K	Buy	11,678 +4,000	+52%	+$224K	0.21%	25
2021 Q2	$426K	Buy	7,678 +337	+5%	+$19.8K	0.13%	38
2021 Q1	$428K	Hold	7,341	–	–	0.14%	37
2020 Q4	$352K	Sell	7,341 -900	-11%	-$40.7K	0.13%	41
2020 Q3	$314K	Buy	8,241 +974	+13%	+$36.7K	0.14%	40
2020 Q2	$273K	Buy	+7,267	New	+$262K	0.14%	41
2020 Q1	–	Sell	-5,538	Closed	-$312K	–	70
2019 Q4	$312K	Buy	5,538 +998	+22%	+$54K	0.16%	45
2019 Q3	$242K	Hold	4,540	–	–	0.14%	47
2019 Q2	$214K	Hold	4,540	–	–	0.12%	50
2019 Q1	$211K	Sell	4,540 -545	-11%	-$26.6K	0.12%	56
2018 Q4	$253K	Buy	+5,085	New	+$244K	0.11%	83

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

BT Wealth Management's TFC Position: Q2 2022 in Review

BT Wealth Management held its Truist Financial (TFC) position steady in Q2 2022 at 10,542 shares worth $500K. The position accounts for 0.14% of the portfolio, ranked #37.

BT Wealth Management first reported a position in TFC in Q4 2018 and has held it in 14 quarters since. The position peaked at $851K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

BT Wealth Management held 10,542 shares of Truist Financial worth $500K as of Q2 2022.
BT Wealth Management left its Truist Financial share count unchanged in Q2 2022.
Truist Financial made up 0.14% of BT Wealth Management's portfolio in Q2 2022, its #37 holding.
BT Wealth Management first reported a position in Truist Financial in Q4 2018 and has held it in 14 quarters since.
BT Wealth Management's Truist Financial position peaked at $851K in Q4 2021.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.