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Duality Advisers’s Truist Financial TFC Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-71,154
Closed -$2.77M – 484
2024
Q1 		$2.77M Sell
71,154
-93,766
-57% -$3.43M 0.27% 117
2023
Q4 		$6.09M Buy
164,920
+65,780
+66% +$2.07M 0.64% 14
2023
Q3 		$2.84M Buy
+99,140
New +$3.05M 0.34% 86
2023
Q2 		– Sell
-17,092
Closed -$583K – 728
2023
Q1 		$583K Buy
+17,092
New +$746K 0.07% 382
2021
Q4 		– Sell
-49,801
Closed -$2.92M – 681
2021
Q3 		$2.92M Buy
+49,801
New +$2.78M 0.22% 184
2021
Q1 		– Sell
-32,907
Closed -$1.58M – 693
2020
Q4 		$1.58M Buy
+32,907
New +$1.49M 0.12% 265
2020
Q1 		– Sell
-118,434
Closed -$6.67M – 298
2019
Q4 		$6.67M Buy
118,434
+57,264
+94% +$3.1M 0.4% 81
2019
Q3 		$3.27M Buy
+61,170
New +$3.03M 0.18% 169

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Duality Advisers's TFC Position: Q2 2024 in Review

Duality Advisers sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 71,154 shares — an estimated $2.77M sold.

Duality Advisers first reported a position in TFC in Q3 2019 and held it in 8 quarters. The position peaked at $6.67M in Q4 2019. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Duality Advisers reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 71,154 Truist Financial shares in Q2 2024, an estimated $2.77M.
  • Duality Advisers first reported a position in Truist Financial in Q3 2019 and held it in 8 quarters.
  • Duality Advisers's Truist Financial position peaked at $6.67M in Q4 2019.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.