Desjardins Global Asset Management’s Truist Financial TFC Stock Holding History

Desjardins Global Asset 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
2023 Q4	$254K	Buy	6,883 +859	+14%	+$27K	0.03%	320
2023 Q3	$172K	Sell	6,024 -6,118	-50%	-$188K	0.02%	394
2023 Q2	$368K	Buy	12,142 +673	+6%	+$20.9K	0.04%	341
2023 Q1	$391K	Buy	11,469 +7,406	+182%	+$323K	0.05%	299
2022 Q4	$174K	Buy	4,063 +33	+0.8%	+$1.45K	0.03%	352
2022 Q3	$175K	Buy	4,030 +114	+3%	+$5.49K	0.02%	354
2022 Q2	$185K	Sell	3,916 -201	-5%	-$9.91K	0.02%	353
2022 Q1	$233K	Sell	4,117 -250	-6%	-$15.4K	0.02%	344
2021 Q4	$255K	Buy	+4,367	New	+$267K	0.02%	348

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 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

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

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

Desjardins Global Asset Management's TFC Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Truist Financial (TFC) stake by 14% in Q4 2023, buying an estimated $27K and bringing the position to 6,883 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #320.

Desjardins Global Asset Management first reported a position in TFC in Q4 2021 and has held it in 9 quarters since. The position peaked at $391K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Desjardins Global Asset Management held 6,883 shares of Truist Financial worth $254K as of Q4 2023.
Desjardins Global Asset Management bought 859 Truist Financial shares in Q4 2023, an estimated $27K.
Truist Financial made up 0.03% of Desjardins Global Asset Management's portfolio in Q4 2023, its #320 holding.
Desjardins Global Asset Management first reported a position in Truist Financial in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Truist Financial position peaked at $391K in Q1 2023.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.