Buckhead Capital Management’s Truist Financial TFC Stock Holding History

Buckhead 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
2023 Q3	–	Sell	-40,101	Closed	-$1.22M	–	126
2023 Q2	$1.22M	Hold	40,101	–	–	0.29%	75
2023 Q1	$1.37M	Sell	40,101 -2,068	-5%	-$90.3K	0.32%	73
2022 Q4	$1.81M	Buy	42,169 +268	+0.6%	+$11.8K	0.44%	66
2022 Q3	$1.82M	Hold	41,901	–	–	0.47%	66
2022 Q2	$1.99M	Hold	41,901	–	–	0.49%	61
2022 Q1	$2.38M	Hold	41,901	–	–	0.51%	57
2021 Q4	$2.45M	Sell	41,901 -200	-0.5%	-$12.2K	0.52%	62
2021 Q3	$2.47M	Hold	42,101	–	–	0.55%	57
2021 Q2	$2.34M	Sell	42,101 -1,237	-3%	-$72.7K	0.52%	59
2021 Q1	$2.53M	Hold	43,338	–	–	0.59%	53
2020 Q4	$2.08M	Hold	43,338	–	–	0.52%	53
2020 Q3	$1.65M	Hold	43,338	–	–	0.47%	51
2020 Q2	$1.63M	Buy	43,338 +3,237	+8%	+$117K	0.5%	52
2020 Q1	$1.24M	Sell	40,101 -323	-0.8%	-$15.3K	0.46%	54
2019 Q4	$2.28M	Buy	+40,424	New	+$2.19M	0.64%	52
2019 Q1	–	Sell	-13,000	Closed	-$288K	–	93
2018 Q4	$288K	Buy	+13,000	New	+$624K	0.1%	86
2018 Q1	–	Sell	-13,000	Closed	-$325K	–	182
2017 Q4	$325K	Buy	+13,000	New	+$628K	0.07%	153
2014 Q3	–	Sell	-95,785	Closed	-$3.78M	–	205
2014 Q2	$3.78M	Buy	95,785 +3,485	+4%	+$134K	0.53%	58
2014 Q1	$3.71M	Sell	92,300 -31,865	-26%	-$1.22M	0.47%	80
2013 Q4	$4.63M	Sell	124,165 -10,405	-8%	-$360K	0.6%	57
2013 Q3	$4.54M	Sell	134,570 -340	-0.3%	-$11.9K	0.62%	53
2013 Q2	$4.57M	Buy	+134,910	New	+$4.3M	0.58%	64

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckhead Capital Management's TFC Position: Q3 2023 in Review

Buckhead Capital Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 40,101 shares — an estimated $1.22M sold.

Buckhead Capital Management first reported a position in TFC in Q2 2013 and held it in 22 quarters. The position peaked at $4.63M in Q4 2013. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Buckhead Capital Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Buckhead Capital Management sold 40,101 Truist Financial shares in Q3 2023, an estimated $1.22M.
Buckhead Capital Management first reported a position in Truist Financial in Q2 2013 and held it in 22 quarters.
Buckhead Capital Management's Truist Financial position peaked at $4.63M in Q4 2013.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Buckhead Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.