Carr Financial Group’s Truist Financial TFC Stock Holding History

Carr Financial Group’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 Q1	–	Sell	-9,924	Closed	-$427K	–	179
2022 Q4	$427K	Buy	+9,924	New	+$435K	0.22%	92

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carr Financial Group's TFC Position: Q1 2023 in Review

Carr Financial Group sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 9,924 shares — an estimated $427K sold.

Carr Financial Group first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $427K in Q4 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Carr Financial Group reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Carr Financial Group sold 9,924 Truist Financial shares in Q1 2023, an estimated $427K.
Carr Financial Group first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
Carr Financial Group's Truist Financial position peaked at $427K in Q4 2022.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Carr Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.