Center for Financial Planning’s Truist Financial TFC Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-68	Closed	-$2.65K	–	625
2024 Q1	$2.65K	Buy	+68	New	+$2.49K	﹤0.01%	507
2021 Q2	–	Sell	-71	Closed	-$4K	–	539
2021 Q1	$4K	Hold	71	–	–	﹤0.01%	464
2020 Q4	$3K	Hold	71	–	–	﹤0.01%	427
2020 Q3	$3K	Hold	71	–	–	﹤0.01%	396
2020 Q2	$3K	Sell	71 -270	-79%	-$9.72K	﹤0.01%	401
2020 Q1	$11K	Buy	341 +270	+380%	+$12.8K	﹤0.01%	315
2019 Q4	$4K	Buy	+71	New	+$3.84K	﹤0.01%	389

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Center for Financial Planning's TFC Position: Q2 2024 in Review

Center for Financial Planning sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 68 shares — an estimated $2.65K sold.

Center for Financial Planning first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2020. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Center for Financial Planning reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 68 Truist Financial shares in Q2 2024, an estimated $2.65K.
Center for Financial Planning first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
Center for Financial Planning's Truist Financial position peaked at $11K in Q1 2020.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.