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Ferguson Shapiro’s Truist Financial TFC Stock Holding History

Ferguson Shapiro’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
-9,355
Closed -$319K – 34
2023
Q1 		$319K Hold
9,355
– – 0.27% 21
2022
Q4 		$403K Hold
9,355
– – 0.29% 24
2022
Q3 		$407K Hold
9,355
– – 0.24% 32
2022
Q2 		$444K Buy
+9,355
New +$461K 0.28% 28

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ferguson Shapiro's TFC Position: Q2 2023 in Review

Ferguson Shapiro sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 9,355 shares — an estimated $319K sold.

Ferguson Shapiro first reported a position in TFC in Q2 2022 and held it in 4 quarters. The position peaked at $444K in Q2 2022. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Ferguson Shapiro reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Ferguson Shapiro sold 9,355 Truist Financial shares in Q2 2023, an estimated $319K.
  • Ferguson Shapiro first reported a position in Truist Financial in Q2 2022 and held it in 4 quarters.
  • Ferguson Shapiro's Truist Financial position peaked at $444K in Q2 2022.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Ferguson Shapiro's 13F filing for Q2 2023, filed 25 Jul 2023.