Focused Wealth Management’s Truist Financial TFC Stock Holding History

Focused Wealth 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 Q3	–	Sell	-436	Closed	-$16.9K	–	290
2024 Q2	$16.9K	Buy	+436	New	+$16.5K	﹤0.01%	223
2023 Q3	–	Sell	-46	Closed	-$1.4K	–	1105
2023 Q2	$1.4K	Hold	46	–	–	﹤0.01%	842
2023 Q1	$1.55K	Buy	46 +1	+2%	+$44	﹤0.01%	824
2022 Q4	$1.94K	Hold	45	–	–	﹤0.01%	782
2022 Q3	$2K	Buy	45 +1	+2%	+$48	﹤0.01%	784
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	762
2022 Q1	$2K	Buy	44 +1	+2%	+$62	﹤0.01%	816
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	771
2021 Q3	$3K	Hold	43	–	–	﹤0.01%	781
2021 Q2	$2K	Buy	43 +1	+2%	+$59	﹤0.01%	832
2021 Q1	$2K	Buy	+42	New	+$2.3K	﹤0.01%	825

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

Focused Wealth Management's TFC Position: Q3 2024 in Review

Focused Wealth Management sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 436 shares — an estimated $16.9K sold.

Focused Wealth Management first reported a position in TFC in Q1 2021 and held it in 11 quarters. The position peaked at $16.9K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

Focused Wealth Management reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
Focused Wealth Management sold 436 Truist Financial shares in Q3 2024, an estimated $16.9K.
Focused Wealth Management first reported a position in Truist Financial in Q1 2021 and held it in 11 quarters.
Focused Wealth Management's Truist Financial position peaked at $16.9K in Q2 2024.
1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.