Edge Wealth Management’s Truist Financial TFC Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-560	Closed	-$33K	–	413
2021 Q4	$33K	Hold	560	–	–	0.01%	209
2021 Q3	$33K	Hold	560	–	–	0.01%	213
2021 Q2	$31K	Hold	560	–	–	0.01%	231
2021 Q1	$33K	Hold	560	–	–	0.01%	221
2020 Q4	$27K	Hold	560	–	–	0.01%	219
2020 Q3	$21K	Hold	560	–	–	﹤0.01%	258
2020 Q2	$21K	Hold	560	–	–	﹤0.01%	360
2020 Q1	$17K	Sell	560 -9,187	-94%	-$434K	﹤0.01%	336
2019 Q4	$549K	Hold	9,747	–	–	0.11%	97
2019 Q3	$520K	Hold	9,747	–	–	0.12%	89
2019 Q2	$475K	Hold	9,747	–	–	0.11%	97
2019 Q1	$453K	Hold	9,747	–	–	0.11%	98
2018 Q4	$422K	Hold	9,747	–	–	0.12%	97
2018 Q3	$473K	Sell	9,747 -138	-1%	-$7.08K	0.11%	91
2018 Q2	$499K	Sell	9,885 -45	-0.5%	-$2.39K	0.13%	96
2018 Q1	$517K	Buy	9,930 +9,087	+1,078%	+$489K	0.14%	84
2017 Q4	$42K	Hold	843	–	–	0.01%	238
2017 Q3	$40K	Hold	843	–	–	0.01%	238
2017 Q2	$39K	Hold	843	–	–	0.01%	237
2017 Q1	$38K	Hold	843	–	–	0.01%	226
2016 Q4	$40K	Hold	843	–	–	0.02%	207
2016 Q3	$32K	Hold	843	–	–	0.01%	223
2016 Q2	$30K	Buy	843 +560	+198%	+$19.6K	0.01%	216
2016 Q1	$9K	Hold	283	–	–	﹤0.01%	298
2015 Q4	$11K	Hold	283	–	–	﹤0.01%	286
2015 Q3	$10K	Hold	283	–	–	﹤0.01%	289
2015 Q2	$11K	Hold	283	–	–	﹤0.01%	298
2015 Q1	$11K	Hold	283	–	–	﹤0.01%	299
2014 Q4	$11K	Hold	283	–	–	﹤0.01%	302
2014 Q3	$11K	Buy	+283	New	+$10.7K	﹤0.01%	304

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Edge Wealth Management's TFC Position: Q1 2022 in Review

Edge Wealth Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 560 shares — an estimated $33K sold.

Edge Wealth Management first reported a position in TFC in Q3 2014 and held it in 30 quarters. The position peaked at $549K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Edge Wealth Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 560 Truist Financial shares in Q1 2022, an estimated $33K.
Edge Wealth Management first reported a position in Truist Financial in Q3 2014 and held it in 30 quarters.
Edge Wealth Management's Truist Financial position peaked at $549K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.