DFPG Investments’s Truist Financial TFC Stock Holding History

DFPG Investments’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	-20,033	Closed	-$683K	–	596
2023 Q1	$683K	Buy	20,033 +1,371	+7%	+$59.8K	0.07%	270
2022 Q4	$865K	Buy	18,662 +9,481	+103%	+$416K	0.14%	167
2022 Q3	$381K	Buy	+9,181	New	+$442K	0.16%	96

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DFPG Investments's TFC Position: Q2 2023 in Review

DFPG Investments sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 20,033 shares — an estimated $683K sold.

DFPG Investments first reported a position in TFC in Q3 2022 and held it in 3 quarters. The position peaked at $865K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

DFPG Investments reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
DFPG Investments sold 20,033 Truist Financial shares in Q2 2023, an estimated $683K.
DFPG Investments first reported a position in Truist Financial in Q3 2022 and held it in 3 quarters.
DFPG Investments's Truist Financial position peaked at $865K in Q4 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on DFPG Investments's 13F filing for Q2 2023, filed 24 Jul 2023.