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Cutler Group’s Truist Financial TFC Stock Holding History

Cutler Group’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
-13,840
Closed -$506K – 3567
2023
Q4 		$510K Sell
13,840
-1,959
-12% -$61.5K 0.05% 416
2023
Q3 		$452K Buy
15,799
+9,853
+166% +$303K 0.05% 453
2023
Q2 		$180K Sell
5,946
-36,146
-86% -$1.12M 0.03% 657
2023
Q1 		$1.44M Buy
42,092
+41,238
+4,829% +$1.8M 0.15% 145
2022
Q4 		$36K Sell
854
-1,092
-56% -$47.9K ﹤0.01% 1810
2022
Q3 		$84K Buy
+1,946
New +$93.6K 0.01% 1521
2021
Q1 		– Sell
-47
Closed -$2.58K – 6276
2020
Q4 		$2K Sell
47
-4,115
-99% -$186K ﹤0.01% 4250
2020
Q3 		$158K Sell
4,162
-4,785
-53% -$180K 0.01% 1055
2020
Q2 		$335K Buy
8,947
+8,900
+18,936% +$321K 0.02% 632
2020
Q1 		$1K Sell
47
-76
-62% -$3.59K ﹤0.01% 3805
2019
Q4 		$6K Buy
+123
New +$6.66K ﹤0.01% 2971
2019
Q1 		– Sell
-3,300
Closed -$142K – 4741
2018
Q4 		$142K Buy
+3,300
New +$158K 0.01% 826
2018
Q1 		– Sell
-5,200
Closed -$280K – 5192
2017
Q4 		$258K Sell
5,200
-4,800
-48% -$232K 0.01% 825
2017
Q3 		$469K Buy
+10,000
New +$460K 0.02% 695
2017
Q1 		– Sell
-575
Closed -$26.9K – 7196
2016
Q4 		$27K Sell
575
-4,651
-89% -$198K ﹤0.01% 3164
2016
Q3 		$197K Buy
+5,226
New +$195K 0.01% 1233
2016
Q2 		– Sell
-331
Closed -$11.6K – 7277
2016
Q1 		$11K Buy
331
+68
+26% +$2.26K ﹤0.01% 3968
2015
Q4 		$9K Buy
+263
New +$9.89K ﹤0.01% 4286

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

Cutler Group's TFC Position: Q1 2024 in Review

Cutler Group sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 13,840 shares — an estimated $506K sold.

Cutler Group first reported a position in TFC in Q4 2015 and held it in 18 quarters. The position peaked at $1.44M in Q1 2023. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Cutler Group reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 13,840 Truist Financial shares in Q1 2024, an estimated $506K.
  • Cutler Group first reported a position in Truist Financial in Q4 2015 and held it in 18 quarters.
  • Cutler Group's Truist Financial position peaked at $1.44M in Q1 2023.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.