Domani Wealth’s Truist Financial TFC Stock Holding History

Domani Wealth’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	-4,106	Closed	-$240K	–	124
2021 Q4	$240K	Buy	+4,106	New	+$251K	0.05%	115
2020 Q1	–	Sell	-3,603	Closed	-$203K	–	135
2019 Q4	$203K	Buy	+3,603	New	+$195K	0.07%	111
2018 Q3	–	Sell	-5,090	Closed	-$257K	–	111
2018 Q2	$257K	Sell	5,090 -209	-4%	-$11.1K	0.12%	90
2018 Q1	$276K	Buy	+5,299	New	+$285K	0.12%	84
2016 Q4	–	Sell	-5,553	Closed	-$209K	–	114
2016 Q3	$209K	Buy	+5,553	New	+$207K	0.08%	115
2016 Q2	–	Sell	-6,343	Closed	-$211K	–	116
2016 Q1	$211K	Hold	6,343	–	–	0.08%	111
2015 Q4	$240K	Sell	6,343 -500	-7%	-$18.8K	0.09%	106
2015 Q3	$244K	Buy	+6,843	New	+$264K	0.13%	86

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

Domani Wealth's TFC Position: Q1 2022 in Review

Domani Wealth sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 4,106 shares — an estimated $240K sold.

Domani Wealth first reported a position in TFC in Q3 2015 and held it in 8 quarters. The position peaked at $276K in Q1 2018. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Domani Wealth reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Domani Wealth sold 4,106 Truist Financial shares in Q1 2022, an estimated $240K.
Domani Wealth first reported a position in Truist Financial in Q3 2015 and held it in 8 quarters.
Domani Wealth's Truist Financial position peaked at $276K in Q1 2018.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Domani Wealth's 13F filing for Q1 2022, filed 15 Apr 2022.