Concorde Financial’s Truist Financial TFC Stock Holding History

Concorde Financial’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 Q1	–	Sell	-1,156	Closed	-$72K	–	123
2021 Q4	$72K	Buy	+1,156	New	+$70.6K	0.05%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Concorde Financial's TFC Position: Q1 2022 in Review

Concorde Financial sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 1,156 shares — an estimated $72K sold.

Concorde Financial first reported a position in TFC in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Concorde Financial reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 1,156 Truist Financial shares in Q1 2022, an estimated $72K.
Concorde Financial first reported a position in Truist Financial in Q4 2021 and held it in 1 quarter.
Concorde Financial's Truist Financial position peaked at $72K in Q4 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.