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Eagle Global Advisors’s Truist Financial TFC Stock Holding History

Eagle Global 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
Q1 		– Sell
-8,217
Closed -$354K – 227
2022
Q4 		$354K Sell
8,217
-3,175
-28% -$139K 0.02% 180
2022
Q3 		$496K Sell
11,392
-240,812
-95% -$11.6M 0.04% 160
2022
Q2 		$12M Sell
252,204
-1,604
-0.6% -$79.1K 0.88% 34
2022
Q1 		$14.4M Sell
253,808
-486
-0.2% -$30K 0.89% 32
2021
Q4 		$14.9M Sell
254,294
-98,384
-28% -$6.01M 0.94% 31
2021
Q3 		$20.7M Buy
352,678
+238
+0.1% +$13.3K 1.37% 19
2021
Q2 		$19.6M Buy
352,440
+5,609
+2% +$330K 1.26% 21
2021
Q1 		$20.2M Sell
346,831
-3,576
-1% -$196K 1.49% 18
2020
Q4 		$16.8M Sell
350,407
-3,765
-1% -$170K 1.32% 23
2020
Q3 		$13.5M Sell
354,172
-4,277
-1% -$161K 1.21% 28
2020
Q2 		$13.5M Buy
358,449
+108,120
+43% +$3.89M 1.22% 23
2020
Q1 		$7.72M Buy
250,329
+1,608
+0.6% +$76K 0.78% 41
2019
Q4 		$14M Buy
+248,721
New +$13.5M 0.71% 36

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Eagle Global Advisors's TFC Position: Q1 2023 in Review

Eagle Global Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 8,217 shares — an estimated $354K sold.

Eagle Global Advisors first reported a position in TFC in Q4 2019 and held it in 13 quarters. The position peaked at $20.7M in Q3 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Eagle Global Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Eagle Global Advisors sold 8,217 Truist Financial shares in Q1 2023, an estimated $354K.
  • Eagle Global Advisors first reported a position in Truist Financial in Q4 2019 and held it in 13 quarters.
  • Eagle Global Advisors's Truist Financial position peaked at $20.7M in Q3 2021.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Eagle Global Advisors's 13F filing for Q1 2023, filed 8 May 2023.