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C.M. Bidwell & Associates’s Truist Financial TFC Stock Holding History

C.M. Bidwell & Associates’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
2021
Q4 		– Sell
-59
Closed -$3K – 633
2021
Q3 		$3K Hold
59
– – ﹤0.01% 510
2021
Q2 		$3K Buy
+59
New +$3.47K ﹤0.01% 514
2020
Q1 		– Sell
-111
Closed -$6K – 456
2019
Q4 		$6K Buy
+111
New +$6.01K 0.01% 334
2013
Q4 		– Sell
-8,635
Closed -$291K – 250
2013
Q3 		$291K Buy
+8,635
New +$302K 0.08% 111

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

C.M. Bidwell & Associates's TFC Position: Q4 2021 in Review

C.M. Bidwell & Associates sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 59 shares — an estimated $3K sold.

C.M. Bidwell & Associates first reported a position in TFC in Q3 2013 and held it in 4 quarters. The position peaked at $291K in Q3 2013. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • C.M. Bidwell & Associates reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 59 Truist Financial shares in Q4 2021, an estimated $3K.
  • C.M. Bidwell & Associates first reported a position in Truist Financial in Q3 2013 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Truist Financial position peaked at $291K in Q3 2013.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.