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ClariVest Asset Management’s Truist Financial TFC Stock Holding History

ClariVest Asset Management’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 		$719 Hold
19
– – ﹤0.01% 703
2024
Q2 		$719 Hold
19
– – ﹤0.01% 703
2024
Q1 		$733 Hold
19
– – ﹤0.01% 733
2023
Q4 		$709 Sell
19
-3
-14% -$94 ﹤0.01% 738
2023
Q3 		$1K Buy
+22
New +$677 ﹤0.01% 725
2018
Q3 		– Sell
-3,308
Closed -$167K – 779
2018
Q2 		$167K Buy
+3,308
New +$176K ﹤0.01% 615

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClariVest Asset Management's TFC Position: Q3 2024 in Review

ClariVest Asset Management held its Truist Financial (TFC) position steady in Q3 2024 at 19 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #703.

ClariVest Asset Management first reported a position in TFC in Q2 2018 and has held it in 6 quarters since. The position peaked at $167K in Q2 2018. 1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • ClariVest Asset Management held 19 shares of Truist Financial worth $719 as of Q3 2024.
  • ClariVest Asset Management left its Truist Financial share count unchanged in Q3 2024.
  • Truist Financial made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #703 holding.
  • ClariVest Asset Management first reported a position in Truist Financial in Q2 2018 and has held it in 6 quarters since.
  • ClariVest Asset Management's Truist Financial position peaked at $167K in Q2 2018.
  • 1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.