Cetera Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.89M | Buy |
99,857
+38,087
| +62% | +$1.39M | 0.03% | 547 |
|
|
2023
Q4 | $2.28M | Buy |
61,770
+34
| +0.1% | +$1.07K | 0.03% | 458 |
|
|
2023
Q3 | $1.77M | Buy |
61,736
+4,821
| +8% | +$148K | 0.03% | 507 |
|
|
2023
Q2 | $1.73M | Buy |
56,915
+26,082
| +85% | +$810K | 0.03% | 515 |
|
|
2023
Q1 | $1.05M | Sell |
30,833
-25,240
| -45% | -$1.1M | 0.02% | 671 |
|
|
2022
Q4 | $2.41M | Buy |
56,073
+9,182
| +20% | +$403K | 0.04% | 396 |
|
|
2022
Q3 | $2.04M | Sell |
46,891
-4,079
| -8% | -$196K | 0.05% | 351 |
|
|
2022
Q2 | $2.42M | Buy |
50,970
+29,246
| +135% | +$1.44M | 0.06% | 338 |
|
|
2022
Q1 | $1.23M | Buy |
21,724
+138
| +0.6% | +$8.52K | 0.02% | 550 |
|
|
2021
Q4 | $1.26M | Buy |
21,586
+164
| +0.8% | +$10K | 0.03% | 520 |
|
|
2021
Q3 | $1.26M | Buy |
21,422
+3,493
| +19% | +$195K | 0.02% | 535 |
|
|
2021
Q2 | $995K | Buy |
17,929
+1,557
| +10% | +$91.5K | 0.02% | 552 |
|
|
2021
Q1 | $955K | Buy |
16,372
+4,198
| +34% | +$230K | 0.03% | 500 |
|
|
2020
Q4 | $584K | Buy |
12,174
+1,195
| +11% | +$54.1K | 0.02% | 580 |
|
|
2020
Q3 | $418K | Buy |
10,979
+1,772
| +19% | +$66.8K | 0.02% | 624 |
|
|
2020
Q2 | $346K | Sell |
9,207
-711
| -7% | -$25.6K | 0.01% | 652 |
|
|
2020
Q1 | $306K | Sell |
9,918
-1,624
| -14% | -$76.8K | 0.02% | 591 |
|
|
2019
Q4 | $634K | Buy |
11,542
+4,021
| +53% | +$218K | 0.03% | 480 |
|
|
2019
Q3 | $401K | Sell |
7,521
-29
| -0.4% | -$1.44K | 0.02% | 611 |
|
|
2019
Q2 | $372K | Buy |
7,550
+1,750
| +30% | +$85.7K | 0.02% | 642 |
|
|
2019
Q1 | $269K | Sell |
5,800
-169
| -3% | -$8.24K | 0.01% | 672 |
|
|
2018
Q4 | $258K | Buy |
5,969
+848
| +17% | +$40.7K | 0.02% | 677 |
|
|
2018
Q3 | $249K | Sell |
5,121
-857
| -14% | -$44K | 0.01% | 796 |
|
|
2018
Q2 | $302K | Buy |
5,978
+188
| +3% | +$9.99K | 0.02% | 670 |
|
|
2018
Q1 | $301K | Buy |
5,790
+28
| +0.5% | +$1.51K | 0.02% | 607 |
|
|
2017
Q4 | $285K | Buy |
5,762
+119
| +2% | +$5.75K | 0.02% | 594 |
|
|
2017
Q3 | $266K | Buy |
5,643
+7
| +0.1% | +$322 | 0.02% | 650 |
|
|
2017
Q2 | $257K | Sell |
5,636
-187
| -3% | -$8.12K | 0.02% | 654 |
|
|
2017
Q1 | $259K | Buy |
5,823
+123
| +2% | +$5.75K | 0.02% | 625 |
|
|
2016
Q4 | $269K | Buy |
5,700
+174
| +3% | +$7.4K | 0.02% | 547 |
|
|
2016
Q3 | $208K | Buy |
+5,526
| New | +$206K | 0.02% | 668 |
|
|
2016
Q1 | – | Sell |
-52,504
| Closed | -$1.99M | – | 769 |
|
|
2015
Q4 | $1.99M | Buy |
+52,504
| New | +$1.98M | 0.17% | 147 |
|
Other funds holding TFC
Cetera Advisors's TFC Position: Q1 2024 in Review
Cetera Advisors increased its Truist Financial (TFC) stake by 62% in Q1 2024, buying an estimated $1.39M and bringing the position to 99,857 shares worth $3.89M. The position accounts for 0.03% of the portfolio, ranked #547.
Cetera Advisors first reported a position in TFC in Q4 2015 and has held it in 32 quarters since. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.
- Cetera Advisors held 99,857 shares of Truist Financial worth $3.89M as of Q1 2024.
- Cetera Advisors bought 38,087 Truist Financial shares in Q1 2024, an estimated $1.39M.
- Truist Financial made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #547 holding.
- Cetera Advisors first reported a position in Truist Financial in Q4 2015 and has held it in 32 quarters since.
- 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.