FWM
TFC icon

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
-14,000
Closed -$544K – 289
2024
Q2 		$544K Buy
+14,000
New +$529K 0.08% 86

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

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.