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Dynamic Advisor Solutions’s Truist Financial TFC Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-4,689
Closed -$202K – 805
2022
Q4 		$202K Sell
4,689
-18,714
-80% -$821K 0.01% 665
2022
Q3 		$1.02M Buy
23,403
+274
+1% +$13.2K 0.08% 247
2022
Q2 		$1.1M Buy
23,129
+323
+1% +$15.9K 0.08% 235
2022
Q1 		$1.29M Buy
22,806
+203
+0.9% +$12.5K 0.09% 226
2021
Q4 		$1.32M Buy
22,603
+3,642
+19% +$223K 0.09% 223
2021
Q3 		$1.11M Buy
18,961
+4,374
+30% +$244K 0.08% 266
2021
Q2 		$810K Buy
14,587
+4,246
+41% +$249K 0.06% 310
2021
Q1 		$603K Buy
10,341
+5,979
+137% +$328K 0.06% 337
2020
Q4 		$209K Buy
+4,362
New +$197K 0.02% 590
2020
Q3 		– Sell
-14,237
Closed -$535K – 648
2020
Q2 		$535K Buy
14,237
+1,875
+15% +$67.5K 0.07% 259
2020
Q1 		$381K Sell
12,362
-100
-0.8% -$4.73K 0.07% 291
2019
Q4 		$702K Buy
12,462
+1,159
+10% +$62.8K 0.1% 241
2019
Q3 		$603K Buy
11,303
+1
+0% +$50 0.09% 243
2019
Q2 		$555K Buy
+11,302
New +$554K 0.09% 238
2018
Q3 		– Sell
-10,201
Closed -$515K – 433
2018
Q2 		$515K Buy
10,201
+163
+2% +$8.66K 0.12% 205
2018
Q1 		$522K Buy
10,038
+2
+0% +$108 0.13% 181
2017
Q4 		$499K Buy
10,036
+1
+0% +$48 0.16% 152
2017
Q3 		$471K Hold
10,035
– – 0.19% 147
2017
Q2 		$456K Sell
10,035
-3
-0% -$130 0.18% 145
2017
Q1 		$449K Sell
10,038
-1,995
-17% -$93.2K 0.18% 138
2016
Q4 		$566K Sell
12,033
-89
-0.7% -$3.79K 0.23% 127
2016
Q3 		$457K Buy
+12,122
New +$452K 0.17% 147

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dynamic Advisor Solutions's TFC Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 4,689 shares — an estimated $202K sold.

Dynamic Advisor Solutions first reported a position in TFC in Q3 2016 and held it in 22 quarters. The position peaked at $1.32M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,689 Truist Financial shares in Q1 2023, an estimated $202K.
  • Dynamic Advisor Solutions first reported a position in Truist Financial in Q3 2016 and held it in 22 quarters.
  • Dynamic Advisor Solutions's Truist Financial position peaked at $1.32M in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.