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CCG Wealth Management’s Truist Financial TFC Stock Holding History

CCG Wealth 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
2022
Q1 		– Sell
-3,525
Closed -$206K – 130
2021
Q4 		$206K Hold
3,525
– – 0.11% 91
2021
Q3 		$207K Buy
+3,525
New +$197K 0.12% 98
2021
Q2 		– Sell
-3,834
Closed -$224K – 92
2021
Q1 		$224K Buy
+3,834
New +$210K 0.22% 65

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CCG Wealth Management's TFC Position: Q1 2022 in Review

CCG Wealth Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,525 shares — an estimated $206K sold.

CCG Wealth Management first reported a position in TFC in Q1 2021 and held it in 3 quarters. The position peaked at $224K in Q1 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • CCG Wealth Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • CCG Wealth Management sold 3,525 Truist Financial shares in Q1 2022, an estimated $206K.
  • CCG Wealth Management first reported a position in Truist Financial in Q1 2021 and held it in 3 quarters.
  • CCG Wealth Management's Truist Financial position peaked at $224K in Q1 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on CCG Wealth Management's 13F filing for Q1 2022, filed 12 Apr 2022.