Core Wealth Advisors (Florida)’s Truist Financial TFC Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-1	Closed	-$23	–	275
2023 Q1	$23	Buy	+1	New	+$44	﹤0.01%	259
2020 Q4	–	Sell	-10	Closed	–	–	194
2020 Q3	$0	Buy	+10	New	+$377	﹤0.01%	171

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TFC Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 1 share — an estimated $23 sold.

Core Wealth Advisors (Florida) first reported a position in TFC in Q3 2020 and held it in 2 quarters. The position peaked at $23 in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1 Truist Financial share in Q2 2023, an estimated $23.
Core Wealth Advisors (Florida) first reported a position in Truist Financial in Q3 2020 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s Truist Financial position peaked at $23 in Q1 2023.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.