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Curi Wealth Management’s Truist Financial TFC Stock Holding History

Curi Wealth Management’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
-5,914
Closed -$218K – 136
2023
Q4 		$218K Buy
+5,914
New +$186K 0.03% 149
2023
Q3 		– Sell
-8,918
Closed -$271K – 179
2023
Q2 		$271K Sell
8,918
-31
-0.3% -$963 0.04% 138
2023
Q1 		$305K Sell
8,949
-35,284
-80% -$1.54M 0.04% 123
2022
Q4 		$1.9M Buy
44,233
+2,977
+7% +$131K 0.27% 56
2022
Q3 		$1.8M Buy
41,256
+40,065
+3,364% +$1.93M 0.3% 49
2022
Q2 		$57K Buy
1,191
+150
+14% +$7.4K 0.01% 218
2022
Q1 		$59K Sell
1,041
-11
-1% -$679 0.01% 204
2021
Q4 		$61K Buy
+1,052
New +$64.3K 0.01% 179
2021
Q1 		– Sell
-4,540
Closed -$217K – 442
2020
Q4 		$217K Buy
+4,540
New +$206K 0.16% 77

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

Curi Wealth Management's TFC Position: Q1 2024 in Review

Curi Wealth Management sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 5,914 shares — an estimated $218K sold.

Curi Wealth Management first reported a position in TFC in Q4 2020 and held it in 9 quarters. The position peaked at $1.9M in Q4 2022. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Curi Wealth Management reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 5,914 Truist Financial shares in Q1 2024, an estimated $218K.
  • Curi Wealth Management first reported a position in Truist Financial in Q4 2020 and held it in 9 quarters.
  • Curi Wealth Management's Truist Financial position peaked at $1.9M in Q4 2022.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.