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Doyle Wealth Management’s Truist Financial TFC Stock Holding History

Doyle Wealth Management’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
Q3 		$277K Buy
6,365
+69
+1% +$3.32K 0.02% 173
2022
Q2 		$299K Sell
6,296
-124
-2% -$6.12K 0.02% 169
2022
Q1 		$364K Buy
6,420
+25
+0.4% +$1.54K 0.03% 179
2021
Q4 		$374K Sell
6,395
-556
-8% -$34K 0.03% 165
2021
Q3 		$408K Sell
6,951
-351
-5% -$19.6K 0.03% 155
2021
Q2 		$405K Buy
7,302
+12
+0.2% +$705 0.03% 158
2021
Q1 		$425K Sell
7,290
-206
-3% -$11.3K 0.04% 151
2020
Q4 		$359K Buy
7,496
+1,366
+22% +$61.8K 0.04% 158
2020
Q3 		$233K Sell
6,130
-689
-10% -$26K 0.03% 165
2020
Q2 		$256K Sell
6,819
-765
-10% -$27.6K 0.03% 154
2020
Q1 		$234K Buy
7,584
+3,700
+95% +$175K 0.04% 159
2019
Q4 		$219K Sell
3,884
-321
-8% -$17.4K 0.03% 197
2019
Q3 		$224K Buy
4,205
+3,868
+1,148% +$192K 0.03% 182
2019
Q2 		$17K Buy
+337
New +$16.5K ﹤0.01% 545
2019
Q1 		– Sell
-8,550
Closed -$370K – 693
2018
Q4 		$370K Hold
8,550
– – 0.06% 122
2018
Q3 		$415K Buy
+8,550
New +$439K 0.06% 126

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Doyle Wealth Management's TFC Position: Q3 2022 in Review

Doyle Wealth Management increased its Truist Financial (TFC) stake by 1.1% in Q3 2022, buying an estimated $3.32K and bringing the position to 6,365 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #173.

Doyle Wealth Management first reported a position in TFC in Q3 2018 and has held it in 16 quarters since. The position peaked at $425K in Q1 2021. 1,425 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Doyle Wealth Management held 6,365 shares of Truist Financial worth $277K as of Q3 2022.
  • Doyle Wealth Management bought 69 Truist Financial shares in Q3 2022, an estimated $3.32K.
  • Truist Financial made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #173 holding.
  • Doyle Wealth Management first reported a position in Truist Financial in Q3 2018 and has held it in 16 quarters since.
  • Doyle Wealth Management's Truist Financial position peaked at $425K in Q1 2021.
  • 1,425 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.