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Credit Suisse’s Truist Financial TFC Stock Holding History

Credit Suisse’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
2020
Q1 		– Sell
-106,038
Closed -$5.97M – 4233
2019
Q4 		$5.97M Buy
+106,038
New +$5.74M ﹤0.01% 1763
2018
Q1 		– Sell
-400,000
Closed -$19.9M – 4138
2017
Q4 		$19.9M Buy
400,000
+200,000
+100% +$9.65M 0.02% 883
2017
Q3 		$9.39M Buy
+200,000
New +$9.19M 0.01% 1287
2017
Q2 		– Sell
-50,000
Closed -$2.23M – 3950
2017
Q1 		$2.23M Buy
+50,000
New +$2.34M ﹤0.01% 2269

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Credit Suisse's TFC Position: Q1 2024 in Review

Credit Suisse reduced its Truist Financial (TFC) stake by 11% in Q1 2024, selling an estimated $10.4M and leaving 2,207,849 shares worth $86.1M. The position accounts for 0.08% of the portfolio, ranked #239.

Credit Suisse first reported a position in TFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $133M in Q1 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Credit Suisse held 2,207,849 shares of Truist Financial worth $86.1M as of Q1 2024.
  • Credit Suisse sold 283,255 Truist Financial shares in Q1 2024, an estimated $10.4M.
  • Truist Financial made up 0.08% of Credit Suisse's portfolio in Q1 2024, its #239 holding.
  • Credit Suisse first reported a position in Truist Financial in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Truist Financial position peaked at $133M in Q1 2021.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.