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Columbia Trust’s Truist Financial TFC Stock Holding History

Columbia Trust’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
2022
Q4 		– Sell
-5,317
Closed -$232K – 142
2022
Q3 		$232K Sell
5,317
-1,532
-22% -$73.7K 0.13% 123
2022
Q2 		$325K Hold
6,849
– – 0.17% 107
2022
Q1 		$357K Buy
6,849
+2,935
+75% +$181K 0.17% 114
2021
Q4 		$230K Hold
3,914
– – 0.12% 127
2021
Q3 		$230K Sell
3,914
-24
-0.6% -$1.34K 0.12% 128
2021
Q2 		$219K Buy
3,938
+24
+0.6% +$1.41K 0.12% 134
2021
Q1 		$227K Buy
+3,914
New +$215K 0.14% 130
2020
Q2 		– Sell
-6,905
Closed -$212K – 132
2020
Q1 		$212K Sell
6,905
-9,891
-59% -$468K 0.23% 109
2019
Q4 		$945K Buy
+16,796
New +$909K 0.84% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Columbia Trust's TFC Position: Q4 2022 in Review

Columbia Trust sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,317 shares — an estimated $232K sold.

Columbia Trust first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $945K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Columbia Trust reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • Columbia Trust sold 5,317 Truist Financial shares in Q4 2022, an estimated $232K.
  • Columbia Trust first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
  • Columbia Trust's Truist Financial position peaked at $945K in Q4 2019.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Columbia Trust's 13F filing for Q4 2022, filed 14 Feb 2023.