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Fortem Financial Group’s Truist Financial TFC Stock Holding History

Fortem Financial Group’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
2022
Q2 		– Sell
-25,425
Closed -$1.44M – 202
2022
Q1 		$1.44M Sell
25,425
-120
-0.5% -$7.41K 0.63% 68
2021
Q4 		$1.5M Buy
25,545
+682
+3% +$41.7K 0.68% 55
2021
Q3 		$1.46M Buy
24,863
+508
+2% +$28.4K 0.74% 48
2021
Q2 		$1.35M Buy
24,355
+1,123
+5% +$66K 0.69% 54
2021
Q1 		$1.35M Sell
23,232
-235
-1% -$12.9K 0.78% 42
2020
Q4 		$1.13M Sell
23,467
-125
-0.5% -$5.66K 0.67% 51
2020
Q3 		$898K Buy
23,592
+6,997
+42% +$264K 0.65% 60
2020
Q2 		$623K Sell
16,595
-3,845
-19% -$138K 0.48% 70
2020
Q1 		$630K Buy
20,440
+5,553
+37% +$263K 0.57% 70
2019
Q4 		$838K Buy
14,887
+3,338
+29% +$181K 0.62% 64
2019
Q3 		$616K Buy
+11,549
New +$572K 0.53% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fortem Financial Group's TFC Position: Q2 2022 in Review

Fortem Financial Group sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 25,425 shares — an estimated $1.44M sold.

Fortem Financial Group first reported a position in TFC in Q3 2019 and held it in 11 quarters. The position peaked at $1.5M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Fortem Financial Group reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 25,425 Truist Financial shares in Q2 2022, an estimated $1.44M.
  • Fortem Financial Group first reported a position in Truist Financial in Q3 2019 and held it in 11 quarters.
  • Fortem Financial Group's Truist Financial position peaked at $1.5M in Q4 2021.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.