Cary Street Partners Asset Management’s Truist Financial TFC Stock Holding History

Cary Street Partners Asset Management’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 Q2	–	Sell	-688	Closed	-$23.5K	–	377
2023 Q1	$23.5K	Buy	688 +548	+391%	+$23.9K	﹤0.01%	293
2022 Q4	$6.02K	Hold	140	–	–	﹤0.01%	391
2022 Q3	$6K	Buy	+140	New	+$6.74K	﹤0.01%	363

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

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

Cary Street Partners Asset Management's TFC Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 688 shares — an estimated $23.5K sold.

Cary Street Partners Asset Management first reported a position in TFC in Q3 2022 and held it in 3 quarters. The position peaked at $23.5K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 688 Truist Financial shares in Q2 2023, an estimated $23.5K.
Cary Street Partners Asset Management first reported a position in Truist Financial in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's Truist Financial position peaked at $23.5K in Q1 2023.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.