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Carmichael Hill & Associates’s Truist Financial TFC Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$235K Sell
5,502
-76
-1% -$3.21K 0.08% 169
2024
Q2 		$217K Hold
5,578
– – 0.09% 164
2024
Q1 		$217K Buy
5,578
+191
+4% +$6.99K 0.09% 165
2023
Q4 		$199K Sell
5,387
-210
-4% -$6.59K 0.08% 175
2023
Q3 		$160K Buy
5,597
+1,450
+35% +$44.6K 0.07% 188
2023
Q2 		$126K Buy
4,147
+229
+6% +$7.11K 0.06% 224
2023
Q1 		$134K Buy
3,918
+76
+2% +$3.32K 0.06% 204
2022
Q4 		$165K Hold
3,842
– – 0.08% 181
2022
Q3 		$167K Hold
3,842
– – 0.09% 173
2022
Q2 		$182K Hold
3,842
– – 0.1% 171
2022
Q1 		$218K Hold
3,842
– – 0.1% 162
2021
Q4 		$225K Hold
3,842
– – 0.1% 169
2021
Q3 		$225K Hold
3,842
– – 0.11% 157
2021
Q2 		$213K Sell
3,842
-137
-3% -$8.05K 0.11% 159
2021
Q1 		$232K Sell
3,979
-125
-3% -$6.85K 0.13% 141
2020
Q4 		$197K Buy
4,104
+181
+5% +$8.2K 0.12% 148
2020
Q3 		$149K Hold
3,923
– – 0.1% 166
2020
Q2 		$147K Hold
3,923
– – 0.11% 156
2020
Q1 		$121K Hold
3,923
– – 0.11% 151
2019
Q4 		$221K Buy
+3,923
New +$212K 0.16% 123

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's TFC Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Truist Financial (TFC) stake by 1.4% in Q3 2024, selling an estimated $3.21K and leaving 5,502 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #169.

Carmichael Hill & Associates first reported a position in TFC in Q4 2019 and has held it in 20 quarters since. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Carmichael Hill & Associates held 5,502 shares of Truist Financial worth $235K as of Q3 2024.
  • Carmichael Hill & Associates sold 76 Truist Financial shares in Q3 2024, an estimated $3.21K.
  • Truist Financial made up 0.08% of Carmichael Hill & Associates's portfolio in Q3 2024, its #169 holding.
  • Carmichael Hill & Associates first reported a position in Truist Financial in Q4 2019 and has held it in 20 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.