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Forbes Financial Planning’s Truist Financial TFC Stock Holding History

Forbes Financial Planning’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
2023
Q2 		– Sell
-11,800
Closed -$402K – 30
2023
Q1 		$402K Hold
11,800
– – 0.4% 25
2022
Q4 		$514K Hold
11,800
– – 0.75% 20
2022
Q3 		$514K Hold
11,800
– – 0.75% 20
2022
Q2 		$560K Hold
11,800
– – 0.8% 20
2022
Q1 		$669K Hold
11,800
– – 0.83% 19
2021
Q4 		$691K Buy
+11,800
New +$721K 0.68% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forbes Financial Planning's TFC Position: Q2 2023 in Review

Forbes Financial Planning sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 11,800 shares — an estimated $402K sold.

Forbes Financial Planning first reported a position in TFC in Q4 2021 and held it in 6 quarters. The position peaked at $691K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Forbes Financial Planning reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Forbes Financial Planning sold 11,800 Truist Financial shares in Q2 2023, an estimated $402K.
  • Forbes Financial Planning first reported a position in Truist Financial in Q4 2021 and held it in 6 quarters.
  • Forbes Financial Planning's Truist Financial position peaked at $691K in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Forbes Financial Planning's 13F filing for Q2 2023, filed 8 Aug 2023.