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Delos Wealth Advisors’s Truist Financial TFC Stock Holding History

Delos Wealth Advisors’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
-10
Closed -$370 – 458
2023
Q4 		$370 Hold
10
– – ﹤0.01% 282
2023
Q3 		$306 Hold
10
– – ﹤0.01% 326
2023
Q2 		$304 Hold
10
– – ﹤0.01% 331
2023
Q1 		$341 Hold
10
– – ﹤0.01% 334
2022
Q4 		$430 Hold
10
– – ﹤0.01% 314
2022
Q3 		$0 Buy
+10
New +$481 ﹤0.01% 378
2022
Q2 		– Sell
-248
Closed -$14K – 262
2022
Q1 		$14K Sell
248
-270
-52% -$16.7K 0.01% 144
2021
Q4 		$30K Buy
518
+270
+109% +$16.5K 0.03% 105
2021
Q3 		$15K Buy
+248
New +$13.9K 0.02% 80

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

Delos Wealth Advisors's TFC Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 10 shares — an estimated $370 sold.

Delos Wealth Advisors first reported a position in TFC in Q3 2021 and held it in 9 quarters. The position peaked at $30K in Q4 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 10 Truist Financial shares in Q1 2024, an estimated $370.
  • Delos Wealth Advisors first reported a position in Truist Financial in Q3 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's Truist Financial position peaked at $30K in Q4 2021.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.