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Denali Advisors’s Truist Financial TFC Stock Holding History

Denali 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
2023
Q2 		– Sell
-13,800
Closed -$471K – 523
2023
Q1 		$471K Sell
13,800
-900
-6% -$39.3K 0.2% 116
2022
Q4 		$633K Buy
14,700
+1,100
+8% +$48.3K 0.27% 96
2022
Q3 		$592K Sell
13,600
-600
-4% -$28.9K 0.28% 90
2022
Q2 		$674K Buy
14,200
+3,100
+28% +$153K 0.29% 83
2022
Q1 		$629K Buy
11,100
+600
+6% +$37.1K 0.24% 102
2021
Q4 		$615K Sell
10,500
-200
-2% -$12.2K 0.23% 108
2021
Q3 		$628K Buy
+10,700
New +$598K 0.26% 104
2019
Q2 		– Sell
-38,100
Closed -$1.77M – 326
2019
Q1 		$1.77M Buy
+38,100
New +$1.86M 0.28% 69
2017
Q2 		– Sell
-68,100
Closed -$3.04M – 288
2017
Q1 		$3.04M Buy
+68,100
New +$3.18M 0.45% 65
2016
Q3 		– Sell
-29,300
Closed -$1.04M – 307
2016
Q2 		$1.04M Sell
29,300
-34,000
-54% -$1.19M 0.18% 97
2016
Q1 		$2.11M Sell
63,300
-800
-1% -$26.6K 0.46% 69
2015
Q4 		$2.42M Sell
64,100
-1,200
-2% -$45.1K 0.54% 62
2015
Q3 		$2.33M Buy
65,300
+7,900
+14% +$305K 0.54% 63
2015
Q2 		$2.31M Buy
57,400
+16,600
+41% +$657K 0.5% 68
2015
Q1 		$1.59M Buy
+40,800
New +$1.54M 0.36% 81
2014
Q3 		– Sell
-35,500
Closed -$1.4M – 269
2014
Q2 		$1.4M Buy
35,500
+26,200
+282% +$1M 0.38% 84
2014
Q1 		$374K Buy
+9,300
New +$356K 0.11% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Denali Advisors's TFC Position: Q2 2023 in Review

Denali Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 13,800 shares — an estimated $471K sold.

Denali Advisors first reported a position in TFC in Q1 2014 and held it in 17 quarters. The position peaked at $3.04M in Q1 2017. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Denali Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Denali Advisors sold 13,800 Truist Financial shares in Q2 2023, an estimated $471K.
  • Denali Advisors first reported a position in Truist Financial in Q1 2014 and held it in 17 quarters.
  • Denali Advisors's Truist Financial position peaked at $3.04M in Q1 2017.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.