Certuity’s Truist Financial TFC Stock Holding History

Certuity’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	-5,134	Closed	-$200K	–	386
2024 Q1	$200K	Sell	5,134 -502	-9%	-$18.4K	0.02%	309
2023 Q4	$208K	Buy	+5,636	New	+$177K	0.02%	314

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

Certuity's TFC Position: Q2 2024 in Review

Certuity sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 5,134 shares — an estimated $200K sold.

Certuity first reported a position in TFC in Q4 2023 and held it in 2 quarters. The position peaked at $208K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Certuity reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Certuity sold 5,134 Truist Financial shares in Q2 2024, an estimated $200K.
Certuity first reported a position in Truist Financial in Q4 2023 and held it in 2 quarters.
Certuity's Truist Financial position peaked at $208K in Q4 2023.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Certuity's 13F filing for Q2 2024, filed 6 Aug 2024.