Ferris Capital’s Truist Financial TFC Stock Holding History

Ferris Capital’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 Q1	$347K	Hold	6,116	–	–	0.08%	152
2021 Q4	$358K	Hold	6,116	–	–	0.08%	160
2021 Q3	$388K	Buy	+6,116	New	+$342K	0.08%	159
2021 Q2	–	Sell	-6,181	Closed	-$360K	–	172
2021 Q1	$360K	Hold	6,181	–	–	0.09%	151
2020 Q4	$296K	Buy	+6,181	New	+$280K	0.08%	156
2019 Q2	–	Sell	-369	Closed	-$17K	–	568
2019 Q1	$17K	Sell	369 -70	-16%	-$3.42K	0.01%	381
2018 Q4	$19K	Sell	439 -18	-4%	-$864	0.01%	345
2018 Q3	$22K	Sell	457 -22	-5%	-$1.13K	0.01%	361
2018 Q2	$24K	Hold	479	–	–	0.01%	346
2018 Q1	$25K	Buy	+479	New	+$25.8K	0.01%	375
2017 Q3	–	Sell	-469	Closed	-$21K	–	527
2017 Q2	$21K	Buy	+469	New	+$20.4K	0.01%	359

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

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

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

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

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

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

Ferris Capital's TFC Position: Q1 2022 in Review

Ferris Capital held its Truist Financial (TFC) position steady in Q1 2022 at 6,116 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #152.

Ferris Capital first reported a position in TFC in Q2 2017 and has held it in 11 quarters since. The position peaked at $388K in Q3 2021. 1,507 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Ferris Capital held 6,116 shares of Truist Financial worth $347K as of Q1 2022.
Ferris Capital left its Truist Financial share count unchanged in Q1 2022.
Truist Financial made up 0.08% of Ferris Capital's portfolio in Q1 2022, its #152 holding.
Ferris Capital first reported a position in Truist Financial in Q2 2017 and has held it in 11 quarters since.
Ferris Capital's Truist Financial position peaked at $388K in Q3 2021.
1,507 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.