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Contravisory Investment Management’s Truist Financial TFC Stock Holding History

Contravisory Investment Management’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
-7,541
Closed -$442K – 378
2021
Q4 		$442K Buy
7,541
+959
+15% +$58.6K 0.12% 121
2021
Q3 		$386K Buy
6,582
+250
+4% +$14K 0.12% 121
2021
Q2 		$351K Buy
6,332
+110
+2% +$6.46K 0.1% 136
2021
Q1 		$363K Sell
6,222
-80
-1% -$4.38K 0.11% 101
2020
Q4 		$302K Buy
+6,302
New +$285K 0.09% 120
2019
Q1 		– Sell
-37
Closed -$2K – 342
2018
Q4 		$2K Hold
37
– – ﹤0.01% 275
2018
Q3 		$2K Buy
+37
New +$1.9K ﹤0.01% 270
2017
Q4 		– Sell
-70
Closed -$3K – 519
2017
Q3 		$3K Buy
+70
New +$3.22K ﹤0.01% 342
2017
Q2 		– Sell
-70
Closed -$3K – 252
2017
Q1 		$3K Hold
70
– – ﹤0.01% 254
2016
Q4 		$3K Hold
70
– – ﹤0.01% 249
2016
Q3 		$3K Buy
+70
New +$2.61K ﹤0.01% 240

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
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

Contravisory Investment Management's TFC Position: Q1 2022 in Review

Contravisory Investment Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 7,541 shares — an estimated $442K sold.

Contravisory Investment Management first reported a position in TFC in Q3 2016 and held it in 11 quarters. The position peaked at $442K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Contravisory Investment Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Contravisory Investment Management sold 7,541 Truist Financial shares in Q1 2022, an estimated $442K.
  • Contravisory Investment Management first reported a position in Truist Financial in Q3 2016 and held it in 11 quarters.
  • Contravisory Investment Management's Truist Financial position peaked at $442K in Q4 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Contravisory Investment Management's 13F filing for Q1 2022, filed 8 Apr 2022.