CFG
TFC icon

Cooper Financial Group’s Truist Financial TFC Stock Holding History

Cooper Financial Group’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
2024
Q3 		– Sell
-8,878
Closed -$345K – 408
2024
Q2 		$345K Sell
8,878
-6,332
-42% -$239K 0.05% 275
2024
Q1 		$593K Buy
15,210
+328
+2% +$12K 0.1% 188
2023
Q4 		$549K Buy
14,882
+460
+3% +$14.4K 0.1% 189
2023
Q3 		$413K Buy
+14,422
New +$443K 0.1% 219

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cooper Financial Group's TFC Position: Q3 2024 in Review

Cooper Financial Group sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 8,878 shares — an estimated $345K sold.

Cooper Financial Group first reported a position in TFC in Q3 2023 and held it in 4 quarters. The position peaked at $593K in Q1 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Cooper Financial Group reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Cooper Financial Group sold 8,878 Truist Financial shares in Q3 2024, an estimated $345K.
  • Cooper Financial Group first reported a position in Truist Financial in Q3 2023 and held it in 4 quarters.
  • Cooper Financial Group's Truist Financial position peaked at $593K in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Cooper Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.