Destination Wealth Management’s Truist Financial TFC Stock Holding History

Destination 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
2022 Q1	–	Sell	-3,528	Closed	-$207K	–	210
2021 Q4	$207K	Buy	+3,528	New	+$216K	0.01%	196
2019 Q2	–	Sell	-266	Closed	-$12K	–	741
2019 Q1	$12K	Sell	266 -456	-63%	-$22.2K	﹤0.01%	444
2018 Q4	$31K	Buy	722 +570	+375%	+$27.4K	﹤0.01%	318
2018 Q3	$7K	Hold	152	–	–	﹤0.01%	496
2018 Q2	$8K	Buy	152 +96	+171%	+$5.1K	﹤0.01%	415
2018 Q1	$3K	Buy	+56	New	+$3.02K	﹤0.01%	489

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Destination Wealth Management's TFC Position: Q1 2022 in Review

Destination Wealth Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,528 shares — an estimated $207K sold.

Destination Wealth Management first reported a position in TFC in Q1 2018 and held it in 6 quarters. The position peaked at $207K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Destination Wealth Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Destination Wealth Management sold 3,528 Truist Financial shares in Q1 2022, an estimated $207K.
Destination Wealth Management first reported a position in Truist Financial in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Truist Financial position peaked at $207K in Q4 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.