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Buckley Wealth Management’s Truist Financial TFC Stock Holding History

Buckley 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
Q3 		– Sell
-5,105
Closed -$242K – 136
2022
Q2 		$242K Sell
5,105
-18
-0.4% -$888 0.08% 127
2022
Q1 		$290K Buy
+5,123
New +$316K 0.08% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buckley Wealth Management's TFC Position: Q3 2022 in Review

Buckley Wealth Management sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 5,105 shares — an estimated $242K sold.

Buckley Wealth Management first reported a position in TFC in Q1 2022 and held it in 2 quarters. The position peaked at $290K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Buckley Wealth Management reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 5,105 Truist Financial shares in Q3 2022, an estimated $242K.
  • Buckley Wealth Management first reported a position in Truist Financial in Q1 2022 and held it in 2 quarters.
  • Buckley Wealth Management's Truist Financial position peaked at $290K in Q1 2022.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Buckley Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.