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CM Wealth Advisors’s Truist Financial TFC Stock Holding History

CM Wealth Advisors’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
Q3 		– Sell
-8,090
Closed -$267K – 163
2023
Q2 		$267K Sell
8,090
-50,172
-86% -$1.56M 0.09% 118
2023
Q1 		$1.78M Buy
+58,262
New +$2.54M 0.35% 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CM Wealth Advisors's TFC Position: Q3 2023 in Review

CM Wealth Advisors sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 8,090 shares — an estimated $267K sold.

CM Wealth Advisors first reported a position in TFC in Q1 2023 and held it in 2 quarters. The position peaked at $1.78M in Q1 2023. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • CM Wealth Advisors reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 8,090 Truist Financial shares in Q3 2023, an estimated $267K.
  • CM Wealth Advisors first reported a position in Truist Financial in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Truist Financial position peaked at $1.78M in Q1 2023.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.