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Capital Planning Advisors’s Truist Financial TFC Stock Holding History

Capital Planning 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
-4,269
Closed -$242K – 166
2022
Q1 		$242K Buy
4,269
+11
+0.3% +$679 0.05% 146
2021
Q4 		$249K Hold
4,258
– – 0.05% 144
2021
Q3 		$250K Sell
4,258
-152
-3% -$8.49K 0.05% 132
2021
Q2 		$245K Buy
+4,410
New +$259K 0.05% 135

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Planning Advisors's TFC Position: Q2 2022 in Review

Capital Planning Advisors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 4,269 shares — an estimated $242K sold.

Capital Planning Advisors first reported a position in TFC in Q2 2021 and held it in 4 quarters. The position peaked at $250K in Q3 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Capital Planning Advisors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 4,269 Truist Financial shares in Q2 2022, an estimated $242K.
  • Capital Planning Advisors first reported a position in Truist Financial in Q2 2021 and held it in 4 quarters.
  • Capital Planning Advisors's Truist Financial position peaked at $250K in Q3 2021.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.