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Enlightenment Research’s Truist Financial TFC Stock Holding History

Enlightenment Research’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
Q4 		– Sell
-4,800
Closed -$209K – 82
2022
Q3 		$209K Buy
+4,800
New +$231K 0.46% 84
2022
Q2 		– Sell
-24,700
Closed -$1.4M – 176
2022
Q1 		$1.4M Buy
+24,700
New +$1.53M 1.86% 10
2020
Q2 		– Sell
-11,200
Closed -$517K – 188
2020
Q1 		$517K Buy
+11,200
New +$530K 0.55% 36
2019
Q1 		– Sell
-10,200
Closed -$442K – 618
2018
Q4 		$442K Buy
+10,200
New +$490K 0.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Enlightenment Research's TFC Position: Q4 2022 in Review

Enlightenment Research sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 4,800 shares — an estimated $209K sold.

Enlightenment Research first reported a position in TFC in Q4 2018 and held it in 4 quarters. The position peaked at $1.4M in Q1 2022. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Enlightenment Research reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 4,800 Truist Financial shares in Q4 2022, an estimated $209K.
  • Enlightenment Research first reported a position in Truist Financial in Q4 2018 and held it in 4 quarters.
  • Enlightenment Research's Truist Financial position peaked at $1.4M in Q1 2022.
  • 1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.