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Crescent Capital Consulting’s Truist Financial TFC Stock Holding History

Crescent Capital Consulting’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 		$215K Hold
3,668
– – 0.04% 170
2021
Q3 		$215K Hold
3,668
– – 0.04% 172
2021
Q2 		$203K Sell
3,668
-190
-5% -$11.2K 0.04% 174
2021
Q1 		$224K Buy
3,858
+3,044
+374% +$167K 0.05% 167
2020
Q4 		$39K Buy
+814
New +$36.9K 0.01% 271

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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

Crescent Capital Consulting's TFC Position: Q4 2021 in Review

Crescent Capital Consulting held its Truist Financial (TFC) position steady in Q4 2021 at 3,668 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #170.

Crescent Capital Consulting first reported a position in TFC in Q4 2020 and has held it in 5 quarters since. The position peaked at $224K in Q1 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Crescent Capital Consulting held 3,668 shares of Truist Financial worth $215K as of Q4 2021.
  • Crescent Capital Consulting left its Truist Financial share count unchanged in Q4 2021.
  • Truist Financial made up 0.04% of Crescent Capital Consulting's portfolio in Q4 2021, its #170 holding.
  • Crescent Capital Consulting first reported a position in Truist Financial in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's Truist Financial position peaked at $224K in Q1 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.