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Emerald Mutual Fund Advisers Trust’s Truist Financial TFC Stock Holding History

Emerald Mutual Fund Advisers Trust’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
Q2 		– Sell
-19,240
Closed -$656K – 280
2023
Q1 		$656K Buy
+19,240
New +$840K 0.04% 171

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's TFC Position: Q2 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 19,240 shares — an estimated $656K sold.

Emerald Mutual Fund Advisers Trust first reported a position in TFC in Q1 2023 and held it in 1 quarter. The position peaked at $656K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Emerald Mutual Fund Advisers Trust reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 19,240 Truist Financial shares in Q2 2023, an estimated $656K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Truist Financial in Q1 2023 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Truist Financial position peaked at $656K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2023, filed 10 Aug 2023.