CFO4Life’s Truist Financial TFC Stock Holding History

CFO4Life’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
2022 Q4	$216K	Buy	+5,024	New	+$220K	0.05%	159

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CFO4Life's TFC Position: Q4 2022 in Review

CFO4Life opened a new position in Truist Financial (TFC) in Q4 2022: 5,024 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

1,489 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

CFO4Life held 5,024 shares of Truist Financial worth $216K as of Q4 2022.
Truist Financial was a new CFO4Life position in Q4 2022.
Truist Financial made up 0.05% of CFO4Life's portfolio in Q4 2022, its #159 holding.
1,489 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.