Capitolis Advisors’s Truist Financial TFC Stock Holding History

Capitolis 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 Q1	–	Sell	-444,049	Closed	-$26M	–	462
2021 Q4	$26M	Buy	444,049 +16,878	+4%	+$1.03M	0.16%	124
2021 Q3	$26.4M	Buy	+427,171	New	+$23.9M	0.24%	85
2021 Q2	–	Sell	-369,302	Closed	-$21.5M	–	465
2021 Q1	$21.5M	Buy	369,302 +204,919	+125%	+$11.2M	0.37%	63
2020 Q4	$7.88M	Buy	+164,383	New	+$7.44M	0.13%	168

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Capitolis Advisors's TFC Position: Q1 2022 in Review

Capitolis Advisors sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 444,049 shares — an estimated $26M sold.

Capitolis Advisors first reported a position in TFC in Q4 2020 and held it in 4 quarters. The position peaked at $26.4M in Q3 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Capitolis Advisors reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 444,049 Truist Financial shares in Q1 2022, an estimated $26M.
Capitolis Advisors first reported a position in Truist Financial in Q4 2020 and held it in 4 quarters.
Capitolis Advisors's Truist Financial position peaked at $26.4M in Q3 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.