Exos TFP Holdings’s Truist Financial TFC Stock Holding History

Exos TFP Holdings’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	-4,971	Closed	-$170K	–	389
2023 Q1	$170K	Buy	4,971 +2,133	+75%	+$93.1K	0.04%	257
2022 Q4	$122K	Buy	+2,838	New	+$124K	0.03%	276

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

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

Exos TFP Holdings's TFC Position: Q2 2023 in Review

Exos TFP Holdings sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 4,971 shares — an estimated $170K sold.

Exos TFP Holdings first reported a position in TFC in Q4 2022 and held it in 2 quarters. The position peaked at $170K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Exos TFP Holdings reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Exos TFP Holdings sold 4,971 Truist Financial shares in Q2 2023, an estimated $170K.
Exos TFP Holdings first reported a position in Truist Financial in Q4 2022 and held it in 2 quarters.
Exos TFP Holdings's Truist Financial position peaked at $170K in Q1 2023.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Exos TFP Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.