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Carmel Capital Partners’s Truist Financial TFC Stock Holding History

Carmel Capital 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
Q4 		– Sell
-3
Closed -$86 – 635
2023
Q3 		$86 Buy
+3
New +$92 ﹤0.01% 745
2023
Q2 		– Sell
-348
Closed -$11.9K – 474
2023
Q1 		$11.9K Buy
+348
New +$15.2K 0.01% 316

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Carmel Capital Partners's TFC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 3 shares — an estimated $86 sold.

Carmel Capital Partners first reported a position in TFC in Q1 2023 and held it in 2 quarters. The position peaked at $11.9K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 3 Truist Financial shares in Q4 2023, an estimated $86.
  • Carmel Capital Partners first reported a position in Truist Financial in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's Truist Financial position peaked at $11.9K in Q1 2023.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.