Delap Wealth Advisory’s Truist Financial TFC Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-5,180	Closed	-$202K	–	269
2024 Q1	$202K	Buy	+5,180	New	+$189K	0.08%	248

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Delap Wealth Advisory's TFC Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 5,180 shares — an estimated $202K sold.

Delap Wealth Advisory first reported a position in TFC in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Delap Wealth Advisory reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 5,180 Truist Financial shares in Q2 2024, an estimated $202K.
Delap Wealth Advisory first reported a position in Truist Financial in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Truist Financial position peaked at $202K in Q1 2024.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.