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CSM Advisors’s Truist Financial TFC Stock Holding History

CSM 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
Q1 		– Sell
-5,691
Closed -$210K – 145
2023
Q4 		$210K Sell
5,691
-1,300
-19% -$40.8K 0.02% 139
2023
Q3 		$200K Sell
6,991
-1,100
-14% -$33.8K 0.02% 136
2023
Q2 		$246K Sell
8,091
-2,700
-25% -$83.9K 0.02% 142
2023
Q1 		$368K Hold
10,791
– – 0.03% 127
2022
Q4 		$464K Hold
10,791
– – 0.04% 120
2022
Q3 		$470K Hold
10,791
– – 0.05% 117
2022
Q2 		$512K Hold
10,791
– – 0.05% 106
2022
Q1 		$612K Hold
10,791
– – 0.04% 107
2021
Q4 		$632K Hold
10,791
– – 0.04% 124
2021
Q3 		$633K Hold
10,791
– – 0.05% 111
2021
Q2 		$599K Buy
+10,791
New +$634K 0.04% 120

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

CSM Advisors's TFC Position: Q1 2024 in Review

CSM Advisors sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 5,691 shares — an estimated $210K sold.

CSM Advisors first reported a position in TFC in Q2 2021 and held it in 11 quarters. The position peaked at $633K in Q3 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • CSM Advisors reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • CSM Advisors sold 5,691 Truist Financial shares in Q1 2024, an estimated $210K.
  • CSM Advisors first reported a position in Truist Financial in Q2 2021 and held it in 11 quarters.
  • CSM Advisors's Truist Financial position peaked at $633K in Q3 2021.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on CSM Advisors's 13F filing for Q1 2024, filed 15 May 2024.