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Confluence Wealth Services’s Truist Financial TFC Stock Holding History

Confluence Wealth Services’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
-1,155
Closed -$67K – 1057
2021
Q4 		$67K Buy
+1,155
New +$70.6K 0.02% 400

Other funds holding TFC

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Confluence Wealth Services's TFC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 1,155 shares — an estimated $67K sold.

Confluence Wealth Services first reported a position in TFC in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,155 Truist Financial shares in Q1 2022, an estimated $67K.
  • Confluence Wealth Services first reported a position in Truist Financial in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Truist Financial position peaked at $67K in Q4 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.