ERTS Wealth Advisors’s Truist Financial TFC Stock Holding History

ERTS Wealth Advisors’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 Q3	–	Sell	-4,323	Closed	-$205K	–	89
2022 Q2	$205K	Buy	4,323 +77	+2%	+$3.8K	0.06%	87
2022 Q1	$241K	Sell	4,246 -38	-0.9%	-$2.35K	0.07%	80
2021 Q4	$247K	Buy	4,284 +46	+1%	+$2.81K	0.06%	77
2021 Q3	$248K	Buy	+4,238	New	+$237K	0.07%	72
2021 Q2	–	Sell	-3,624	Closed	-$211K	–	93
2021 Q1	$211K	Buy	+3,624	New	+$199K	0.06%	83
2020 Q1	–	Sell	-4,957	Closed	-$279K	–	92
2019 Q4	$279K	Buy	4,957 +252	+5%	+$13.6K	0.13%	71
2019 Q3	$251K	Buy	+4,705	New	+$233K	0.13%	71
2019 Q1	–	Sell	-3,420	Closed	-$148K	–	278
2018 Q4	$148K	Buy	+3,420	New	+$164K	0.11%	89

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

ERTS Wealth Advisors's TFC Position: Q3 2022 in Review

ERTS Wealth Advisors sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,323 shares — an estimated $205K sold.

ERTS Wealth Advisors first reported a position in TFC in Q4 2018 and held it in 8 quarters. The position peaked at $279K in Q4 2019. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

ERTS Wealth Advisors reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
ERTS Wealth Advisors sold 4,323 Truist Financial shares in Q3 2022, an estimated $205K.
ERTS Wealth Advisors first reported a position in Truist Financial in Q4 2018 and held it in 8 quarters.
ERTS Wealth Advisors's Truist Financial position peaked at $279K in Q4 2019.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on ERTS Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.