Financial Synergies Wealth Advisors’s Truist Financial TFC Stock Holding History

Financial Synergies Wealth Advisors’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	-119	Closed	-$4.06K	–	533
2023 Q1	$4.06K	Buy	+119	New	+$5.2K	﹤0.01%	273
2022 Q4	–	Sell	-25	Closed	-$1.09K	–	499
2022 Q3	$1.09K	Sell	25 -15	-38%	-$722	﹤0.01%	290
2022 Q2	$1.9K	Buy	+40	New	+$1.97K	﹤0.01%	240

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's TFC Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 119 shares — an estimated $4.06K sold.

Financial Synergies Wealth Advisors first reported a position in TFC in Q2 2022 and held it in 3 quarters. The position peaked at $4.06K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Financial Synergies Wealth Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 119 Truist Financial shares in Q2 2023, an estimated $4.06K.
Financial Synergies Wealth Advisors first reported a position in Truist Financial in Q2 2022 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Truist Financial position peaked at $4.06K in Q1 2023.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.