DI
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Disciplined Investments’s Truist Financial TFC Stock Holding History

Disciplined 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
Q3 		– Sell
-56
Closed -$1.7K – 1387
2023
Q2 		$1.7K Buy
56
+12
+27% +$373 ﹤0.01% 729
2023
Q1 		$1.5K Sell
44
-18
-29% -$786 ﹤0.01% 796
2022
Q4 		$2.67K Buy
62
+20
+48% +$877 ﹤0.01% 524
2022
Q3 		$2K Buy
42
+3
+8% +$144 ﹤0.01% 727
2022
Q2 		$2K Sell
39
-20
-34% -$986 ﹤0.01% 747
2022
Q1 		$3K Buy
+59
New +$3.64K ﹤0.01% 611
2020
Q3 		– Sell
-1,400
Closed -$53K – 443
2020
Q2 		$53K Hold
1,400
– – 0.04% 158
2020
Q1 		$43K Hold
1,400
– – 0.04% 165
2019
Q4 		$79K Buy
+1,400
New +$75.8K 0.07% 132

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Disciplined Investments's TFC Position: Q3 2023 in Review

Disciplined Investments sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 56 shares — an estimated $1.7K sold.

Disciplined Investments first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $79K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Disciplined Investments reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 56 Truist Financial shares in Q3 2023, an estimated $1.7K.
  • Disciplined Investments first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
  • Disciplined Investments's Truist Financial position peaked at $79K in Q4 2019.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.