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CFS Investment Advisory Services’s Truist Financial TFC Stock Holding History

CFS Investment Advisory Services’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 		– Sell
-87,821
Closed -$2K – 253
2022
Q3 		$2K Buy
+87,821
New +$4.23M ﹤0.01% 170

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CFS Investment Advisory Services's TFC Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 87,821 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in TFC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 87,821 Truist Financial shares in Q4 2022, an estimated $2K.
  • CFS Investment Advisory Services first reported a position in Truist Financial in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Truist Financial position peaked at $2K in Q3 2022.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.