Cardinal Strategic Wealth Guidance’s Truist Financial TFC Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q3	–	Sell	-4,291	Closed	-$204K	–	93
2022 Q2	$204K	Hold	4,291	–	–	0.1%	60
2022 Q1	$243K	Hold	4,291	–	–	0.11%	63
2021 Q4	$251K	Hold	4,291	–	–	0.12%	66
2021 Q3	$252K	Hold	4,291	–	–	0.13%	64
2021 Q2	$238K	Hold	4,291	–	–	0.13%	63
2021 Q1	$250K	Sell	4,291 -1,000	-19%	-$54.8K	0.15%	60
2020 Q4	$254K	Hold	5,291	–	–	0.15%	51
2020 Q3	$201K	Buy	+5,291	New	+$199K	0.14%	50
2020 Q1	–	Sell	-6,641	Closed	-$374K	–	55
2019 Q4	$374K	Buy	+6,641	New	+$360K	0.32%	45

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's TFC Position: Q3 2022 in Review

Cardinal Strategic Wealth Guidance sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,291 shares — an estimated $204K sold.

Cardinal Strategic Wealth Guidance first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $374K in Q4 2019. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Cardinal Strategic Wealth Guidance reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 4,291 Truist Financial shares in Q3 2022, an estimated $204K.
Cardinal Strategic Wealth Guidance first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
Cardinal Strategic Wealth Guidance's Truist Financial position peaked at $374K in Q4 2019.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2022, filed 20 Oct 2022.