Column Capital Advisors’s Truist Financial TFC Stock Holding History

Column Capital 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	$20.2K	Sell	705 -1	-0.1%	-$31	﹤0.01%	428
2023 Q2	$21.4K	Sell	706 -88	-11%	-$2.73K	﹤0.01%	429
2023 Q1	$27.1K	Sell	794 -58	-7%	-$2.53K	﹤0.01%	406
2022 Q4	$36.7K	Hold	852	–	–	0.01%	340
2022 Q3	$37K	Hold	852	–	–	0.01%	315
2022 Q2	$40K	Hold	852	–	–	0.01%	308
2022 Q1	$48K	Sell	852 -49	-5%	-$3.03K	0.01%	295
2021 Q4	$53K	Sell	901 -10	-1%	-$611	0.01%	289
2021 Q3	$53K	Buy	911 +39	+4%	+$2.18K	0.01%	265
2021 Q2	$48K	Buy	872 +272	+45%	+$16K	0.01%	282
2021 Q1	$35K	Hold	600	–	–	0.01%	315
2020 Q4	$29K	Hold	600	–	–	0.01%	344
2020 Q3	$23K	Hold	600	–	–	0.01%	349
2020 Q2	$22K	Hold	600	–	–	0.01%	364
2020 Q1	$19K	Hold	600	–	–	0.01%	320
2019 Q4	$33K	Buy	+600	New	+$32.5K	0.02%	295

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Column Capital Advisors's TFC Position: Q3 2023 in Review

Column Capital Advisors reduced its Truist Financial (TFC) stake by 0.14% in Q3 2023, selling an estimated $31 and leaving 705 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Column Capital Advisors first reported a position in TFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $53K in Q4 2021. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Column Capital Advisors held 705 shares of Truist Financial worth $20.2K as of Q3 2023.
Column Capital Advisors sold 1 Truist Financial share in Q3 2023, an estimated $31.
Truist Financial made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #428 holding.
Column Capital Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Truist Financial position peaked at $53K in Q4 2021.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.