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CIC Wealth’s Truist Financial TFC Stock Holding History

CIC Wealth’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
Q3 		$243K Hold
5,670
– – 0.06% 149
2024
Q2 		$220K Sell
5,670
-455
-7% -$17.2K 0.06% 151
2024
Q1 		$239K Buy
+6,125
New +$224K 0.07% 144

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIC Wealth's TFC Position: Q3 2024 in Review

CIC Wealth held its Truist Financial (TFC) position steady in Q3 2024 at 5,670 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #149.

CIC Wealth first reported a position in TFC in Q1 2024 and has held it in 3 quarters since. 1,478 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • CIC Wealth held 5,670 shares of Truist Financial worth $243K as of Q3 2024.
  • CIC Wealth left its Truist Financial share count unchanged in Q3 2024.
  • Truist Financial made up 0.06% of CIC Wealth's portfolio in Q3 2024, its #149 holding.
  • CIC Wealth first reported a position in Truist Financial in Q1 2024 and has held it in 3 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.