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Buck Wealth Strategies’s Truist Financial TFC Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-55
Closed -$1.57K – 306
2023
Q3 		$1.57K Buy
55
+1
+2% +$31 ﹤0.01% 320
2023
Q2 		$1.64K Buy
54
+1
+2% +$31 ﹤0.01% 244
2023
Q1 		$1.81K Buy
+53
New +$2.31K ﹤0.01% 185

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Buck Wealth Strategies's TFC Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 55 shares — an estimated $1.57K sold.

Buck Wealth Strategies first reported a position in TFC in Q1 2023 and held it in 3 quarters. The position peaked at $1.81K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 55 Truist Financial shares in Q4 2023, an estimated $1.57K.
  • Buck Wealth Strategies first reported a position in Truist Financial in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Truist Financial position peaked at $1.81K in Q1 2023.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.