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First Foundation Advisors’s Truist Financial TFC Stock Holding History

First Foundation 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 		– Sell
-1,771
Closed -$68.8K – 439
2024
Q2 		$68.8K Sell
1,771
-1,248
-41% -$47.1K ﹤0.01% 390
2024
Q1 		$118K Sell
3,019
-1,745
-37% -$63.8K ﹤0.01% 365
2023
Q4 		$176K Buy
+4,764
New +$150K 0.01% 346
2023
Q1 		– Sell
-4,885
Closed -$210K – 418
2022
Q4 		$210K Sell
4,885
-1,360
-22% -$59.7K 0.01% 359
2022
Q3 		$272K Sell
6,245
-242
-4% -$11.6K 0.01% 306
2022
Q2 		$308K Sell
6,487
-693
-10% -$34.2K 0.01% 307
2022
Q1 		$407K Buy
7,180
+2,451
+52% +$151K 0.01% 286
2021
Q4 		$277K Buy
4,729
+239
+5% +$14.6K 0.01% 355
2021
Q3 		$263K Buy
+4,490
New +$251K 0.01% 363

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

First Foundation Advisors's TFC Position: Q3 2024 in Review

First Foundation Advisors sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 1,771 shares — an estimated $68.8K sold.

First Foundation Advisors first reported a position in TFC in Q3 2021 and held it in 9 quarters. The position peaked at $407K in Q1 2022. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • First Foundation Advisors reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 1,771 Truist Financial shares in Q3 2024, an estimated $68.8K.
  • First Foundation Advisors first reported a position in Truist Financial in Q3 2021 and held it in 9 quarters.
  • First Foundation Advisors's Truist Financial position peaked at $407K in Q1 2022.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.