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Cooper/Haims Advisors’s Truist Financial TFC Stock Holding History

Cooper/Haims Advisors’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
2021
Q4 		– Sell
-3,447
Closed -$202K – 86
2021
Q3 		$202K Buy
+3,447
New +$193K 0.12% 76
2021
Q2 		– Sell
-3,539
Closed -$206K – 89
2021
Q1 		$206K Buy
+3,539
New +$194K 0.15% 74
2020
Q1 		– Sell
-4,493
Closed -$253K – 52
2019
Q4 		$253K Buy
+4,493
New +$243K 0.14% 47

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cooper/Haims Advisors's TFC Position: Q4 2021 in Review

Cooper/Haims Advisors sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 3,447 shares — an estimated $202K sold.

Cooper/Haims Advisors first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $253K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Cooper/Haims Advisors reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 3,447 Truist Financial shares in Q4 2021, an estimated $202K.
  • Cooper/Haims Advisors first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Cooper/Haims Advisors's Truist Financial position peaked at $253K in Q4 2019.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Cooper/Haims Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.