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Connors Investor Services’s Truist Financial TFC Stock Holding History

Connors Investor 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
2023
Q1 		– Sell
-6,220
Closed -$268K – 161
2022
Q4 		$268K Hold
6,220
– – 0.03% 125
2022
Q3 		$271K Hold
6,220
– – 0.04% 120
2022
Q2 		$295K Hold
6,220
– – 0.04% 117
2022
Q1 		$353K Sell
6,220
-115
-2% -$7.1K 0.04% 119
2021
Q4 		$370K Buy
6,335
+15
+0.2% +$916 0.04% 118
2021
Q3 		$371K Hold
6,320
– – 0.04% 119
2021
Q2 		$351K Buy
+6,320
New +$371K 0.04% 120
2020
Q1 		– Sell
-3,755
Closed -$211K – 150
2019
Q4 		$211K Buy
+3,755
New +$203K 0.03% 138

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Connors Investor Services's TFC Position: Q1 2023 in Review

Connors Investor Services sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 6,220 shares — an estimated $268K sold.

Connors Investor Services first reported a position in TFC in Q4 2019 and held it in 8 quarters. The position peaked at $371K in Q3 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Connors Investor Services reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Connors Investor Services sold 6,220 Truist Financial shares in Q1 2023, an estimated $268K.
  • Connors Investor Services first reported a position in Truist Financial in Q4 2019 and held it in 8 quarters.
  • Connors Investor Services's Truist Financial position peaked at $371K in Q3 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Connors Investor Services's 13F filing for Q1 2023, filed 15 May 2023.