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EdgeRock Capital’s Truist Financial TFC Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-3,245
Closed -$126K – 265
2024
Q2 		$126K Buy
+3,245
New +$123K 0.1% 67
2024
Q1 		– Sell
-3,023
Closed -$111K – 281
2023
Q4 		$111K Buy
+3,023
New +$94.9K 0.08% 73
2022
Q4 		– Sell
-2,619
Closed -$114K – 356
2022
Q3 		$114K Buy
+2,619
New +$126K 0.06% 75

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EdgeRock Capital's TFC Position: Q3 2024 in Review

EdgeRock Capital sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 3,245 shares — an estimated $126K sold.

EdgeRock Capital first reported a position in TFC in Q3 2022 and held it in 3 quarters. The position peaked at $126K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • EdgeRock Capital reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 3,245 Truist Financial shares in Q3 2024, an estimated $126K.
  • EdgeRock Capital first reported a position in Truist Financial in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Truist Financial position peaked at $126K in Q2 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.