Financial Advisory Partners’s Truist Financial TFC Stock Holding History

Financial Advisory Partners’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	-72,332	Closed	-$3.11M	–	68
2022 Q4	$3.11M	Sell	72,332 -1,048	-1%	-$46K	1.28%	42
2022 Q3	$3.19M	Buy	73,380 +49,200	+203%	+$2.37M	1.39%	40
2022 Q2	$1.15M	Buy	+24,180	New	+$1.19M	0.47%	52

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

Financial Advisory Partners's TFC Position: Q1 2023 in Review

Financial Advisory Partners sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 72,332 shares — an estimated $3.11M sold.

Financial Advisory Partners first reported a position in TFC in Q2 2022 and held it in 3 quarters. The position peaked at $3.19M in Q3 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Financial Advisory Partners reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Financial Advisory Partners sold 72,332 Truist Financial shares in Q1 2023, an estimated $3.11M.
Financial Advisory Partners first reported a position in Truist Financial in Q2 2022 and held it in 3 quarters.
Financial Advisory Partners's Truist Financial position peaked at $3.19M in Q3 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Financial Advisory Partners's 13F filing for Q1 2023, filed 4 Oct 2023.