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Cypress Capital Management (Delaware)’s Truist Financial TFC Stock Holding History

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-84,422
Closed -$3.68M – 153
2022
Q3 		$3.68M Sell
84,422
-25,339
-23% -$1.22M 0.68% 46
2022
Q2 		$5.21M Buy
109,761
+4,325
+4% +$213K 0.78% 47
2022
Q1 		$5.98M Sell
105,436
-160,748
-60% -$9.93M 0.75% 47
2021
Q4 		$15.6M Buy
266,184
+6,221
+2% +$380K 1.76% 15
2021
Q3 		$14.4M Hold
259,963
– – 1.91% 14
2021
Q2 		$14.4M Buy
259,963
+169
+0.1% +$9.93K 1.9% 14
2021
Q1 		$15.2M Sell
259,794
-4,400
-2% -$241K 2.08% 11
2020
Q4 		$12.7M Buy
264,194
+4,847
+2% +$219K 1.73% 19
2020
Q3 		$9.87M Buy
259,347
+83,190
+47% +$3.13M 1.51% 22
2020
Q2 		$6.62M Sell
176,157
-42,945
-20% -$1.55M 1.08% 35
2020
Q1 		$6.76M Sell
219,102
-3,215
-1% -$152K 1.33% 30
2019
Q4 		$12.5M Buy
222,317
+3,355
+2% +$182K 1.92% 18
2019
Q3 		$11.7M Buy
218,962
+1,071
+0.5% +$53.1K 1.91% 20
2019
Q2 		$10.7M Buy
217,891
+6,850
+3% +$336K 1.86% 21
2019
Q1 		$9.82M Buy
211,041
+10,625
+5% +$518K 1.82% 22
2018
Q4 		$8.68M Sell
200,416
-1,855
-0.9% -$89.1K 1.79% 26
2018
Q3 		$9.82M Buy
202,271
+18,095
+10% +$929K 1.72% 29
2018
Q2 		$9.29M Sell
184,176
-50
-0% -$2.66K 1.77% 30
2018
Q1 		$9.59M Sell
184,226
-1,825
-1% -$98.3K 1.85% 27
2017
Q4 		$9.25M Sell
186,051
-164
-0.1% -$7.92K 1.78% 32
2017
Q3 		$8.74M Buy
186,215
+4,830
+3% +$222K 1.85% 29
2017
Q2 		$8.24M Buy
181,385
+600
+0.3% +$26.1K 1.97% 28
2017
Q1 		$8.08M Buy
180,785
+4,460
+3% +$208K 2.05% 26
2016
Q4 		$8.29M Buy
176,325
+167,905
+1,994% +$7.14M 2.18% 17
2016
Q3 		$318K Buy
+8,420
New +$314K 0.1% 50

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cypress Capital Management (Delaware)'s TFC Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 84,422 shares — an estimated $3.68M sold.

Cypress Capital Management (Delaware) first reported a position in TFC in Q3 2016 and held it in 25 quarters. The position peaked at $15.6M in Q4 2021. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 84,422 Truist Financial shares in Q4 2022, an estimated $3.68M.
  • Cypress Capital Management (Delaware) first reported a position in Truist Financial in Q3 2016 and held it in 25 quarters.
  • Cypress Capital Management (Delaware)'s Truist Financial position peaked at $15.6M in Q4 2021.
  • 1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.