EWG Elevate’s Truist Financial TFC Stock Holding History

EWG Elevate’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 Q1	–	Sell	-81	Closed	-$3.48K	–	704
2022 Q4	$3.48K	Buy	+81	New	+$3.55K	﹤0.01%	513

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EWG Elevate's TFC Position: Q1 2023 in Review

EWG Elevate sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 81 shares — an estimated $3.48K sold.

EWG Elevate first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $3.48K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

EWG Elevate reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 81 Truist Financial shares in Q1 2023, an estimated $3.48K.
EWG Elevate first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
EWG Elevate's Truist Financial position peaked at $3.48K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.