Eagle Bay Advisors’s Truist Financial TFC Stock Holding History

Eagle Bay 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
2023 Q2	–	Sell	-182	Closed	-$6.21K	–	920
2023 Q1	$6.21K	Buy	182 +137	+304%	+$5.98K	﹤0.01%	645
2022 Q4	$1.94K	Hold	45	–	–	﹤0.01%	770
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	782
2022 Q2	$2.13K	Buy	+45	New	+$2.22K	﹤0.01%	819
2022 Q1	–	Sell	-99	Closed	-$6K	–	905
2021 Q4	$6K	Sell	99 -321	-76%	-$19.6K	﹤0.01%	773
2021 Q3	$25K	Sell	420 -367	-47%	-$20.5K	0.01%	575
2021 Q2	$46K	Buy	+787	New	+$46.2K	0.04%	364

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Bay Advisors's TFC Position: Q2 2023 in Review

Eagle Bay Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 182 shares — an estimated $6.21K sold.

Eagle Bay Advisors first reported a position in TFC in Q2 2021 and held it in 7 quarters. The position peaked at $46K in Q2 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Eagle Bay Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Eagle Bay Advisors sold 182 Truist Financial shares in Q2 2023, an estimated $6.21K.
Eagle Bay Advisors first reported a position in Truist Financial in Q2 2021 and held it in 7 quarters.
Eagle Bay Advisors's Truist Financial position peaked at $46K in Q2 2021.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Eagle Bay Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.