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Evolution Wealth Advisors’s Truist Financial TFC Stock Holding History

Evolution 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
2021
Q4 		– Sell
-721
Closed -$42K – 576
2021
Q3 		$42K Buy
721
+348
+93% +$19.4K 0.01% 235
2021
Q2 		$21K Sell
373
-132
-26% -$7.75K ﹤0.01% 302
2021
Q1 		$29K Buy
505
+370
+274% +$20.3K 0.01% 251
2020
Q4 		$6K Sell
135
-150
-53% -$6.79K ﹤0.01% 423
2020
Q3 		$11K Buy
285
+5
+2% +$188 ﹤0.01% 343
2020
Q2 		$11K Buy
280
+135
+93% +$4.86K ﹤0.01% 276
2020
Q1 		$4K Sell
145
-53
-27% -$2.51K ﹤0.01% 278
2019
Q4 		$11K Sell
198
-209
-51% -$11.3K ﹤0.01% 291
2019
Q3 		$22K Buy
407
+298
+273% +$14.8K 0.01% 89
2019
Q2 		$5K Buy
+109
New +$5.34K ﹤0.01% 271

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Evolution Wealth Advisors's TFC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 721 shares — an estimated $42K sold.

Evolution Wealth Advisors first reported a position in TFC in Q2 2019 and held it in 10 quarters. The position peaked at $42K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 721 Truist Financial shares in Q4 2021, an estimated $42K.
  • Evolution Wealth Advisors first reported a position in Truist Financial in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Truist Financial position peaked at $42K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.