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	-12	Closed	-$466	–	1755
2024 Q1	$466	Hold	12	–	–	﹤0.01%	831
2023 Q4	$442	Buy	+12	New	+$377	﹤0.01%	895
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 12 shares — an estimated $466 sold.

Financial Gravity Asset Management first reported a position in TFC in Q2 2018 and held it in 8 quarters. The position peaked at $62K in Q2 2019. 1,422 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 12 Truist Financial shares in Q2 2024, an estimated $466.
Financial Gravity Asset Management first reported a position in Truist Financial in Q2 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Truist Financial position peaked at $62K in Q2 2019.
1,422 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.