Cascade Investment Advisors’s Truist Financial TFC Stock Holding History

Cascade Investment Advisors’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	-277	Closed	-$9.45K	–	210
2023 Q1	$9.45K	Buy	+277	New	+$12.1K	0.01%	213
2022 Q3	–	Sell	-277	Closed	-$13.1K	–	204
2022 Q2	$13.1K	Hold	277	–	–	0.01%	208
2022 Q1	$15.7K	Hold	277	–	–	0.01%	225
2021 Q4	$16.2K	Hold	277	–	–	0.01%	221
2021 Q3	$16.2K	Hold	277	–	–	0.01%	214
2021 Q2	$15.4K	Hold	277	–	–	0.01%	217
2021 Q1	$16.2K	Hold	277	–	–	0.01%	212
2020 Q4	$13.3K	Hold	277	–	–	0.01%	218
2020 Q3	$10.5K	Hold	277	–	–	0.01%	220
2020 Q2	$10.4K	Hold	277	–	–	0.01%	213
2020 Q1	$8.54K	Hold	277	–	–	0.01%	209
2019 Q4	$15.6K	Hold	277	–	–	0.01%	203
2019 Q3	$14.8K	Hold	277	–	–	0.01%	209
2019 Q2	$13.6K	Hold	277	–	–	0.01%	198
2019 Q1	$12.9K	Hold	277	–	–	0.01%	188
2018 Q4	$12K	Hold	277	–	–	0.01%	188
2018 Q3	$13.4K	Hold	277	–	–	0.01%	175
2018 Q2	$14K	Hold	277	–	–	0.01%	171
2018 Q1	$14.4K	Hold	277	–	–	0.01%	169
2017 Q4	$13.8K	Buy	+277	New	+$13.4K	0.01%	164

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

Cascade Investment Advisors's TFC Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 277 shares — an estimated $9.45K sold.

Cascade Investment Advisors first reported a position in TFC in Q4 2017 and held it in 20 quarters. The position peaked at $16.2K in Q3 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Cascade Investment Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 277 Truist Financial shares in Q2 2023, an estimated $9.45K.
Cascade Investment Advisors first reported a position in Truist Financial in Q4 2017 and held it in 20 quarters.
Cascade Investment Advisors's Truist Financial position peaked at $16.2K in Q3 2021.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.