EIP
TFC icon

Easterly Investment Partners’s Truist Financial TFC Stock Holding History

Easterly Investment Partners’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
-51,757
Closed -$2.02M – 217
2024
Q1 		$2.02M Sell
51,757
-2,920
-5% -$107K 0.15% 120
2023
Q4 		$2.02M Sell
54,677
-417
-0.8% -$13.1K 0.22% 100
2023
Q3 		$1.58M Sell
55,094
-604,060
-92% -$18.6M 0.17% 109
2023
Q2 		$20M Buy
659,154
+169,952
+35% +$5.28M 1.77% 8
2023
Q1 		$16.7M Sell
489,202
-248,456
-34% -$10.8M 1.47% 18
2022
Q4 		$31.7M Buy
737,658
+77,742
+12% +$3.41M 2.74% 1
2022
Q3 		$28.7M Buy
659,916
+102,459
+18% +$4.93M 2.75% 1
2022
Q2 		$26.4M Buy
557,457
+107,081
+24% +$5.28M 2.36% 3
2022
Q1 		$25.5M Buy
450,376
+152,063
+51% +$9.39M 1.93% 10
2021
Q4 		$17.5M Buy
298,313
+6,775
+2% +$414K 1.27% 25
2021
Q3 		$17.1M Buy
+291,538
New +$16.3M 1.16% 31

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

Easterly Investment Partners's TFC Position: Q2 2024 in Review

Easterly Investment Partners sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 51,757 shares — an estimated $2.02M sold.

Easterly Investment Partners first reported a position in TFC in Q3 2021 and held it in 11 quarters. The position peaked at $31.7M in Q4 2022. 1,420 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Easterly Investment Partners reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Easterly Investment Partners sold 51,757 Truist Financial shares in Q2 2024, an estimated $2.02M.
  • Easterly Investment Partners first reported a position in Truist Financial in Q3 2021 and held it in 11 quarters.
  • Easterly Investment Partners's Truist Financial position peaked at $31.7M in Q4 2022.
  • 1,420 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Easterly Investment Partners's 13F filing for Q2 2024, filed 25 Jul 2024.