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Edgestream Partners’s Truist Financial TFC Stock Holding History

Edgestream 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
Q4 		– Sell
-22,481
Closed -$962K – 1082
2024
Q3 		$962K Buy
+22,481
New +$949K 0.04% 576
2024
Q1 		– Sell
-15,278
Closed -$564K – 1015
2023
Q4 		$564K Sell
15,278
-51,527
-77% -$1.62M 0.04% 579
2023
Q3 		$1.91M Buy
66,805
+27,683
+71% +$851K 0.15% 206
2023
Q2 		$1.19M Buy
+39,122
New +$1.22M 0.11% 320
2022
Q3 		– Sell
-179,548
Closed -$8.52M – 608
2022
Q2 		$8.52M Buy
179,548
+100,913
+128% +$4.98M 0.67% 22
2022
Q1 		$4.46M Buy
78,635
+32,364
+70% +$2M 0.36% 85
2021
Q4 		$2.71M Buy
46,271
+38,099
+466% +$2.33M 0.17% 180
2021
Q3 		$479K Sell
8,172
-68,956
-89% -$3.85M 0.03% 395
2021
Q2 		$4.28M Sell
77,128
-267,658
-78% -$15.7M 0.25% 140
2021
Q1 		$20.1M Buy
344,786
+38,715
+13% +$2.12M 1.12% 8
2020
Q4 		$14.7M Buy
306,071
+230,639
+306% +$10.4M 0.74% 34
2020
Q3 		$2.87M Buy
+75,432
New +$2.84M 0.19% 164
2020
Q2 		– Sell
-20,685
Closed -$638K – 330
2020
Q1 		$638K Buy
+20,685
New +$978K 0.06% 226
2019
Q1 		– Sell
-25,093
Closed -$1.09M – 292
2018
Q4 		$1.09M Buy
25,093
+13,536
+117% +$650K 0.19% 134
2018
Q3 		$561K Buy
+11,557
New +$593K 0.1% 179

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's TFC Position: Q4 2024 in Review

Edgestream Partners sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 22,481 shares — an estimated $962K sold.

Edgestream Partners first reported a position in TFC in Q3 2018 and held it in 15 quarters. The position peaked at $20.1M in Q1 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Edgestream Partners reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 22,481 Truist Financial shares in Q4 2024, an estimated $962K.
  • Edgestream Partners first reported a position in Truist Financial in Q3 2018 and held it in 15 quarters.
  • Edgestream Partners's Truist Financial position peaked at $20.1M in Q1 2021.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.