Center For Asset Management’s Truist Financial TFC Stock Holding History

Center For 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	-13,896	Closed	-$474K	–	130
2023 Q1	$474K	Buy	13,896 +2,755	+25%	+$120K	0.46%	56
2022 Q4	$479K	Buy	11,141 +385	+4%	+$16.9K	0.45%	58
2022 Q3	$468K	Buy	10,756 +1,864	+21%	+$89.7K	0.47%	55
2022 Q2	$422K	Buy	+8,892	New	+$439K	0.39%	61

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

Center For Asset Management's TFC Position: Q2 2023 in Review

Center For Asset Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 13,896 shares — an estimated $474K sold.

Center For Asset Management first reported a position in TFC in Q2 2022 and held it in 4 quarters. The position peaked at $479K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Center For Asset Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Center For Asset Management sold 13,896 Truist Financial shares in Q2 2023, an estimated $474K.
Center For Asset Management first reported a position in Truist Financial in Q2 2022 and held it in 4 quarters.
Center For Asset Management's Truist Financial position peaked at $479K in Q4 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.