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FinTrust Capital Advisors’s Truist Financial TFC Stock Holding History

FinTrust Capital 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
2024
Q3 		$1.44M Sell
33,770
-6,962
-17% -$294K 0.24% 88
2024
Q2 		$1.58M Sell
40,732
-11,354
-22% -$429K 0.29% 71
2024
Q1 		$2.03M Buy
52,086
+5,564
+12% +$204K 0.39% 51
2023
Q4 		$1.72M Sell
46,522
-2,560
-5% -$80.4K 0.34% 62
2023
Q3 		$1.4M Buy
49,082
+3,083
+7% +$94.8K 0.31% 72
2023
Q2 		$1.98M Hold
45,999
– – 0.47% 46
2023
Q1 		$1.98M Hold
45,999
– – 0.48% 46
2022
Q4 		$1.98M Sell
45,999
-155
-0.3% -$6.8K 0.48% 46
2022
Q3 		$2M Sell
46,154
-191
-0.4% -$9.19K 0.52% 38
2022
Q2 		$2.23M Sell
46,345
-68,715
-60% -$3.39M 0.56% 36
2022
Q1 		$6.52M Buy
115,060
+304
+0.3% +$18.8K 1.5% 9
2021
Q4 		$6.72M Buy
114,756
+821
+0.7% +$50.2K 1.61% 9
2021
Q3 		$6.68M Buy
113,935
+4,048
+4% +$226K 1.76% 8
2021
Q2 		$6.1M Sell
109,887
-1,050
-0.9% -$61.7K 1.6% 8
2021
Q1 		$6.47M Buy
110,937
+6,546
+6% +$359K 1.87% 6
2020
Q4 		$5M Buy
104,391
+3,162
+3% +$143K 1.59% 8
2020
Q3 		$3.85K Sell
101,229
-963
-0.9% -$36.3K 0.75% 12
2020
Q2 		$3.84M Sell
102,192
-56,306
-36% -$2.03M 1.52% 10
2020
Q1 		$4.89M Buy
158,498
+4,821
+3% +$228K 2.37% 9
2019
Q4 		$8.65M Buy
153,677
+3,007
+2% +$163K 3.5% 3
2019
Q3 		$8.04M Buy
150,670
+2,178
+1% +$108K 2.75% 4
2019
Q2 		$7.29M Sell
148,492
-830
-0.6% -$40.7K 2.92% 6
2019
Q1 		$6.95M Sell
149,322
-1,513
-1% -$73.8K 2.91% 7
2018
Q4 		$6.53M Buy
+150,835
New +$7.24M 3.22% 5

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's TFC Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Truist Financial (TFC) stake by 17% in Q3 2024, selling an estimated $294K and leaving 33,770 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #88.

FinTrust Capital Advisors first reported a position in TFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $8.65M in Q4 2019. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • FinTrust Capital Advisors held 33,770 shares of Truist Financial worth $1.44M as of Q3 2024.
  • FinTrust Capital Advisors sold 6,962 Truist Financial shares in Q3 2024, an estimated $294K.
  • Truist Financial made up 0.24% of FinTrust Capital Advisors's portfolio in Q3 2024, its #88 holding.
  • FinTrust Capital Advisors first reported a position in Truist Financial in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Truist Financial position peaked at $8.65M in Q4 2019.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.