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Centerpoint Advisors’s Truist Financial TFC Stock Holding History

Centerpoint 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
Q4 		– Sell
-136
Closed -$4K – 588
2023
Q3 		$4K Hold
136
– – ﹤0.01% 409
2023
Q2 		$4K Sell
136
-409
-75% -$12.7K ﹤0.01% 416
2023
Q1 		$19K Buy
+545
New +$23.8K 0.01% 263
2020
Q1 		– Sell
-60
Closed -$3K – 285
2019
Q4 		$3K Buy
+60
New +$3.25K ﹤0.01% 240

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Centerpoint Advisors's TFC Position: Q4 2023 in Review

Centerpoint Advisors sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 136 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in TFC in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • Centerpoint Advisors reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 136 Truist Financial shares in Q4 2023, an estimated $4K.
  • Centerpoint Advisors first reported a position in Truist Financial in Q4 2019 and held it in 4 quarters.
  • Centerpoint Advisors's Truist Financial position peaked at $19K in Q1 2023.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.