Cahaba Wealth Management’s Truist Financial TFC Stock Holding History

Cahaba 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 Q2	–	Sell	-4,380	Closed	-$211K	–	140
2022 Q1	$211K	Buy	+4,380	New	+$271K	0.03%	135
2021 Q2	–	Sell	-9,477	Closed	-$552K	–	89
2021 Q1	$552K	Buy	9,477 +804	+9%	+$44.1K	0.09%	56
2020 Q4	$443K	Buy	8,673 +887	+11%	+$40.2K	0.07%	62
2020 Q3	$296K	Buy	7,786 +61	+0.8%	+$2.3K	0.06%	64
2020 Q2	$296K	Buy	7,725 +60	+0.8%	+$2.16K	0.06%	65
2020 Q1	$236K	Buy	7,665 +13	+0.2%	+$615	0.06%	65
2019 Q4	$431K	Buy	+7,652	New	+$414K	0.1%	56

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

Cahaba Wealth Management's TFC Position: Q2 2022 in Review

Cahaba Wealth Management sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 4,380 shares — an estimated $211K sold.

Cahaba Wealth Management first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $552K in Q1 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Cahaba Wealth Management reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Cahaba Wealth Management sold 4,380 Truist Financial shares in Q2 2022, an estimated $211K.
Cahaba Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
Cahaba Wealth Management's Truist Financial position peaked at $552K in Q1 2021.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Cahaba Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.