First Heartland Consultants’s Truist Financial TFC Stock Holding History

First Heartland Consultants’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	-7,117	Closed	-$276	–	493
2024 Q2	$276	Buy	7,117 +170	+2%	+$6.42K	0.02%	361
2024 Q1	$271K	Buy	+6,947	New	+$254K	0.03%	351
2023 Q4	–	Sell	-17,079	Closed	-$489K	–	384
2023 Q3	$489K	Sell	17,079 -11,657	-41%	-$358K	0.06%	213
2023 Q2	$872K	Buy	28,736 +10,214	+55%	+$317K	0.11%	151
2023 Q1	$632K	Buy	+18,522	New	+$809K	0.1%	177

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Heartland Consultants's TFC Position: Q3 2024 in Review

First Heartland Consultants sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 7,117 shares — an estimated $276 sold.

First Heartland Consultants first reported a position in TFC in Q1 2023 and held it in 5 quarters. The position peaked at $872K in Q2 2023. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

First Heartland Consultants reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 7,117 Truist Financial shares in Q3 2024, an estimated $276.
First Heartland Consultants first reported a position in Truist Financial in Q1 2023 and held it in 5 quarters.
First Heartland Consultants's Truist Financial position peaked at $872K in Q2 2023.
1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.