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Cypress Point Wealth Management’s Truist Financial TFC Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-75
Closed -$4K – 138
2021
Q3 		$4K Hold
75
– – ﹤0.01% 129
2021
Q2 		$4K Buy
+75
New +$4.41K ﹤0.01% 173

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
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

Cypress Point Wealth Management's TFC Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 75 shares — an estimated $4K sold.

Cypress Point Wealth Management first reported a position in TFC in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 75 Truist Financial shares in Q4 2021, an estimated $4K.
  • Cypress Point Wealth Management first reported a position in Truist Financial in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Truist Financial position peaked at $4K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.