Detalus Advisors’s Truist Financial TFC Stock Holding History

Detalus 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
2022 Q2	–	Sell	-3,732	Closed	-$212K	–	130
2022 Q1	$212K	Hold	3,732	–	–	0.11%	102
2021 Q4	$219K	Buy	+3,732	New	+$228K	0.11%	113
2020 Q1	–	Sell	-3,903	Closed	-$220K	–	102
2019 Q4	$220K	Buy	+3,903	New	+$211K	0.16%	92

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Detalus Advisors's TFC Position: Q2 2022 in Review

Detalus Advisors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,732 shares — an estimated $212K sold.

Detalus Advisors first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $220K in Q4 2019. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Detalus Advisors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Detalus Advisors sold 3,732 Truist Financial shares in Q2 2022, an estimated $212K.
Detalus Advisors first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
Detalus Advisors's Truist Financial position peaked at $220K in Q4 2019.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Detalus Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.