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Capital Insight Partners’s Truist Financial TFC Stock Holding History

Capital Insight Partners’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
Q2 		– Sell
-87,608
Closed -$2.99M – 181
2023
Q1 		$2.99M Buy
87,608
+1,832
+2% +$80K 0.7% 51
2022
Q4 		$3.69M Buy
85,776
+1,431
+2% +$62.8K 0.96% 28
2022
Q3 		$3.67M Sell
84,345
-8,782
-9% -$423K 0.99% 27
2022
Q2 		$4.42M Sell
93,127
-2,117
-2% -$104K 1.03% 23
2022
Q1 		$5.4M Buy
95,244
+6,537
+7% +$404K 1.1% 19
2021
Q4 		$5.19M Buy
88,707
+1,111
+1% +$67.9K 1.06% 26
2021
Q3 		$5.14M Buy
87,596
+1,614
+2% +$90.2K 1.12% 22
2021
Q2 		$4.77M Buy
85,982
+22,032
+34% +$1.29M 1.08% 23
2021
Q1 		$3.73M Sell
63,950
-987
-2% -$54.1K 0.91% 34
2020
Q4 		$3.11M Buy
64,937
+529
+0.8% +$23.9K 0.78% 41
2020
Q3 		$2.45M Buy
64,408
+1,454
+2% +$54.8K 0.69% 54
2020
Q2 		$2.36M Buy
62,954
+3,256
+5% +$117K 0.75% 44
2020
Q1 		$1.84M Buy
59,698
+8,131
+16% +$384K 0.97% 34
2019
Q4 		$2.9M Buy
+51,567
New +$2.79M 1.33% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Insight Partners's TFC Position: Q2 2023 in Review

Capital Insight Partners sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 87,608 shares — an estimated $2.99M sold.

Capital Insight Partners first reported a position in TFC in Q4 2019 and held it in 14 quarters. The position peaked at $5.4M in Q1 2022. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Capital Insight Partners reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Capital Insight Partners sold 87,608 Truist Financial shares in Q2 2023, an estimated $2.99M.
  • Capital Insight Partners first reported a position in Truist Financial in Q4 2019 and held it in 14 quarters.
  • Capital Insight Partners's Truist Financial position peaked at $5.4M in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Capital Insight Partners's 13F filing for Q2 2023, filed 24 Jul 2023.