Clean Yield Group’s Truist Financial TFC Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-105	Closed	-$3.58K	–	434
2023 Q1	$3.58K	Sell	105 -383	-78%	-$16.7K	﹤0.01%	373
2022 Q4	$21K	Buy	488 +208	+74%	+$9.12K	0.01%	288
2022 Q3	$12K	Hold	280	–	–	0.01%	319
2022 Q2	$13K	Sell	280 -38	-12%	-$1.87K	0.01%	322
2022 Q1	$18K	Sell	318 -1,889	-86%	-$117K	0.01%	319
2021 Q4	$129K	Buy	2,207 +280	+15%	+$17.1K	0.04%	189
2021 Q3	$113K	Buy	1,927 +201	+12%	+$11.2K	0.04%	197
2021 Q2	$96K	Buy	+1,726	New	+$101K	0.03%	210
2021 Q1	–	Sell	-1,726	Closed	-$83K	–	347
2020 Q4	$83K	Hold	1,726	–	–	0.03%	203
2020 Q3	$66K	Hold	1,726	–	–	0.03%	202
2020 Q2	$65K	Hold	1,726	–	–	0.03%	194
2020 Q1	$53K	Sell	1,726 -285	-14%	-$13.5K	0.03%	195
2019 Q4	$113K	Buy	+2,011	New	+$109K	0.04%	177
2015 Q2	–	Sell	-671	Closed	-$26K	–	274
2015 Q1	$26K	Buy	+671	New	+$25.3K	0.01%	236

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clean Yield Group's TFC Position: Q2 2023 in Review

Clean Yield Group sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 105 shares — an estimated $3.58K sold.

Clean Yield Group first reported a position in TFC in Q1 2015 and held it in 14 quarters. The position peaked at $129K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Clean Yield Group reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Clean Yield Group sold 105 Truist Financial shares in Q2 2023, an estimated $3.58K.
Clean Yield Group first reported a position in Truist Financial in Q1 2015 and held it in 14 quarters.
Clean Yield Group's Truist Financial position peaked at $129K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.