Burt Wealth Advisors’s Truist Financial TFC Stock Holding History

Burt Wealth Advisors’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	–	Sell	-3,871	Closed	-$219K	–	102
2022 Q1	$219K	Hold	3,871	–	–	0.07%	97
2021 Q4	$227K	Hold	3,871	–	–	0.07%	87
2021 Q3	$227K	Hold	3,871	–	–	0.07%	92
2021 Q2	$215K	Hold	3,871	–	–	0.08%	91
2021 Q1	$226K	Hold	3,871	–	–	0.08%	86
2020 Q4	$186K	Sell	3,871 -1,600	-29%	-$72.4K	0.06%	91
2020 Q3	$208K	Sell	5,471 -25	-0.5%	-$942	0.08%	82
2020 Q2	$206K	Sell	5,496 -875	-14%	-$31.5K	0.08%	76
2020 Q1	$196K	Hold	6,371	–	–	0.09%	78
2019 Q4	$359K	Buy	6,371 +887	+16%	+$48K	0.14%	54
2019 Q3	$293K	Hold	5,484	–	–	0.12%	62
2019 Q2	$269K	Hold	5,484	–	–	0.12%	65
2019 Q1	$255K	Buy	5,484 +900	+20%	+$43.9K	0.12%	68
2018 Q4	$199K	Hold	4,584	–	–	0.09%	79
2018 Q3	$222K	Buy	4,584 +394	+9%	+$20.2K	0.1%	75
2018 Q2	$211K	Hold	4,190	–	–	0.1%	71
2018 Q1	$218K	Hold	4,190	–	–	0.11%	67
2017 Q4	$208K	Sell	4,190 -3,754	-47%	-$181K	0.13%	69
2017 Q3	$373K	Buy	7,944 +4,757	+149%	+$219K	0.24%	44
2017 Q2	$144K	Hold	3,187	–	–	0.1%	94
2017 Q1	$142K	Sell	3,187 -4,756	-60%	-$222K	0.1%	85
2016 Q4	$374K	Hold	7,943	–	–	0.33%	43
2016 Q3	$299K	Sell	7,943 -1	-0%	-$37	0.32%	44
2016 Q2	$282K	Hold	7,944	–	–	0.31%	42
2016 Q1	$264K	Hold	7,944	–	–	0.24%	47
2015 Q4	$300K	Hold	7,944	–	–	0.24%	46
2015 Q3	$282K	Hold	7,944	–	–	0.35%	38
2015 Q2	$321K	Hold	7,944	–	–	0.35%	43
2015 Q1	$310K	Hold	7,944	–	–	0.32%	34
2014 Q4	$319K	Buy	+7,944	New	+$299K	0.34%	43

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

Burt Wealth Advisors's TFC Position: Q2 2022 in Review

Burt Wealth Advisors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,871 shares — an estimated $219K sold.

Burt Wealth Advisors first reported a position in TFC in Q4 2014 and held it in 30 quarters. The position peaked at $374K in Q4 2016. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Burt Wealth Advisors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Burt Wealth Advisors sold 3,871 Truist Financial shares in Q2 2022, an estimated $219K.
Burt Wealth Advisors first reported a position in Truist Financial in Q4 2014 and held it in 30 quarters.
Burt Wealth Advisors's Truist Financial position peaked at $374K in Q4 2016.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Burt Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.