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Financial Gravity Asset Management’s Truist Financial TFC Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-113
Closed -$4.42K – 2340
2024
Q1 		$4.42K Sell
113
-606
-84% -$22.2K ﹤0.01% 884
2023
Q4 		$20.4K Buy
719
+12
+2% +$377 ﹤0.01% 692
2023
Q3 		$19.9K Buy
707
+677
+2,257% +$20.8K ﹤0.01% 551
2023
Q2 		$1.08K Sell
30
-4
-12% -$124 ﹤0.01% 791
2023
Q1 		$4.51K Sell
34
-9
-21% -$393 0.14% 170
2022
Q4 		$392 Buy
+43
New +$1.89K ﹤0.01% 837
2020
Q1 		– Sell
-505
Closed -$28K – 1354
2019
Q4 		$28K Sell
505
-228
-31% -$12.3K 0.02% 897
2019
Q3 		$39K Sell
733
-535
-42% -$26.5K 0.03% 331
2019
Q2 		$62K Buy
1,268
+939
+285% +$46K 0.05% 289
2019
Q1 		$16K Buy
+329
New +$16.1K 0.01% 477
2018
Q3 		$48K Buy
1,000
+8
+0.8% +$411 0.05% 337
2018
Q2 		$50K Buy
+992
New +$52.7K 0.05% 325

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's TFC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 113 shares — an estimated $4.42K sold.

Financial Gravity Asset Management first reported a position in TFC in Q2 2018 and held it in 12 quarters. The position peaked at $62K in Q2 2019. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 113 Truist Financial shares in Q2 2024, an estimated $4.42K.
  • Financial Gravity Asset Management first reported a position in Truist Financial in Q2 2018 and held it in 12 quarters.
  • Financial Gravity Asset Management's Truist Financial position peaked at $62K in Q2 2019.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.