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Dixon Hughes Goodman Wealth Advisors’s Truist Financial TFC Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$2.27M Buy
40,024
+14,087
+54% +$870K 0.65% 22
2021
Q4 		$1.52M Buy
+25,937
New +$1.58M 0.49% 25

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's TFC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Truist Financial (TFC) stake by 54% in Q1 2022, buying an estimated $870K and bringing the position to 40,024 shares worth $2.27M. The position accounts for 0.65% of the portfolio, ranked #22.

Dixon Hughes Goodman Wealth Advisors first reported a position in TFC in Q4 2021 and has held it in 2 quarters since. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 40,024 shares of Truist Financial worth $2.27M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 14,087 Truist Financial shares in Q1 2022, an estimated $870K.
  • Truist Financial made up 0.65% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #22 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 2 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.