Clarity Financial’s Truist Financial TFC Stock Holding History

Clarity Financial’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
2023 Q4	–	Sell	-312,930	Closed	-$8.95M	–	127
2023 Q3	$8.95M	Buy	312,930 +161,225	+106%	+$4.96M	1.5%	29
2023 Q2	$4.6M	Buy	+151,705	New	+$4.71M	0.66%	37

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarity Financial's TFC Position: Q4 2023 in Review

Clarity Financial sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 312,930 shares — an estimated $8.95M sold.

Clarity Financial first reported a position in TFC in Q2 2023 and held it in 2 quarters. The position peaked at $8.95M in Q3 2023. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Clarity Financial reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Clarity Financial sold 312,930 Truist Financial shares in Q4 2023, an estimated $8.95M.
Clarity Financial first reported a position in Truist Financial in Q2 2023 and held it in 2 quarters.
Clarity Financial's Truist Financial position peaked at $8.95M in Q3 2023.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Clarity Financial's 13F filing for Q4 2023, filed 12 Jan 2024.