Cedar Wealth Management’s Truist Financial TFC Stock Holding History

Cedar 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
2024 Q4	–	Sell	-1,000	Closed	-$42.8K	–	247
2024 Q3	$42.8K	Hold	1,000	–	–	0.01%	159
2024 Q2	$38.9K	Sell	1,000 -500	-33%	-$18.9K	0.01%	170
2024 Q1	$58.5K	Sell	1,500 -100	-6%	-$3.66K	0.02%	158
2023 Q4	$59.1K	Hold	1,600	–	–	0.02%	148
2023 Q3	$45.8K	Buy	+1,600	New	+$49.2K	0.02%	158
2022 Q4	–	Sell	-17	Closed	-$1K	–	336
2022 Q3	$1K	Sell	17 -51	-75%	-$2.45K	﹤0.01%	329
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	309
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	332
2021 Q4	$4K	Buy	+68	New	+$4.15K	﹤0.01%	328

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Wealth Management's TFC Position: Q4 2024 in Review

Cedar Wealth Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 1,000 shares — an estimated $42.8K sold.

Cedar Wealth Management first reported a position in TFC in Q4 2021 and held it in 9 quarters. The position peaked at $59.1K in Q4 2023. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Cedar Wealth Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 1,000 Truist Financial shares in Q4 2024, an estimated $42.8K.
Cedar Wealth Management first reported a position in Truist Financial in Q4 2021 and held it in 9 quarters.
Cedar Wealth Management's Truist Financial position peaked at $59.1K in Q4 2023.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.