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Cravens & Co Advisors’s Truist Financial TFC Stock Holding History

Cravens & Co 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
2024
Q3 		– Sell
-20,706
Closed -$804K – 68
2024
Q2 		$804K Buy
20,706
+1
+0% +$38 0.6% 39
2024
Q1 		$807K Hold
20,705
– – 0.67% 35
2023
Q4 		$764K Buy
20,705
+1
+0% +$31 0.66% 36
2023
Q3 		$592K Buy
20,704
+25
+0.1% +$769 0.56% 42
2023
Q2 		$628K Hold
20,679
– – 0.58% 43
2023
Q1 		$705K Sell
20,679
-4,653
-18% -$203K 0.66% 35
2022
Q4 		$1.09M Buy
+25,332
New +$1.11M 1.01% 15

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

Cravens & Co Advisors's TFC Position: Q3 2024 in Review

Cravens & Co Advisors sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 20,706 shares — an estimated $804K sold.

Cravens & Co Advisors first reported a position in TFC in Q4 2022 and held it in 7 quarters. The position peaked at $1.09M in Q4 2022. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Cravens & Co Advisors reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Cravens & Co Advisors sold 20,706 Truist Financial shares in Q3 2024, an estimated $804K.
  • Cravens & Co Advisors first reported a position in Truist Financial in Q4 2022 and held it in 7 quarters.
  • Cravens & Co Advisors's Truist Financial position peaked at $1.09M in Q4 2022.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Cravens & Co Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.