Fortis Advisors’s Truist Financial TFC Stock Holding History

Fortis Advisors’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	-8,456	Closed	-$288K	–	232
2023 Q1	$288K	Buy	8,456 +8	+0.1%	+$349	0.19%	74
2022 Q4	$364K	Sell	8,448 -1,780	-17%	-$78.1K	0.28%	56
2022 Q3	$445K	Buy	10,228 +258	+3%	+$12.4K	0.32%	44
2022 Q2	$473K	Buy	9,970 +5,506	+123%	+$272K	0.31%	44
2022 Q1	$253K	Buy	4,464 +1,794	+67%	+$111K	0.14%	89
2021 Q4	$156K	Buy	2,670 +2,005	+302%	+$122K	0.09%	109
2021 Q3	$39K	Buy	665 +6	+0.9%	+$335	0.02%	178
2021 Q2	$37K	Buy	659 +4	+0.6%	+$235	0.02%	185
2021 Q1	$38K	Buy	655 +5	+0.8%	+$274	0.03%	155
2020 Q4	$31K	Buy	650 +6	+0.9%	+$272	0.03%	121
2020 Q3	$24K	Sell	644 -2,992	-82%	-$113K	0.02%	121
2020 Q2	$137K	Sell	3,636 -2,493	-41%	-$89.8K	0.14%	69
2020 Q1	$189K	Sell	6,129 -645	-10%	-$30.5K	0.13%	81
2019 Q4	$382K	Buy	6,774 +6,156	+996%	+$333K	0.23%	58
2019 Q3	$33K	Buy	618 +6	+1%	+$297	0.02%	226
2019 Q2	$30K	Buy	612 +5	+0.8%	+$245	0.01%	269
2019 Q1	$28K	Buy	607 +5	+0.8%	+$244	0.01%	256
2018 Q4	$26K	Buy	602 +5	+0.8%	+$240	0.02%	250
2018 Q3	$29K	Buy	597 +4	+0.7%	+$205	0.02%	232
2018 Q2	$30K	Buy	593 +4	+0.7%	+$213	0.02%	229
2018 Q1	$31K	Buy	589 +4	+0.7%	+$215	0.02%	193
2017 Q4	$29K	Buy	585 +4	+0.7%	+$193	0.02%	198
2017 Q3	$27K	Buy	+581	New	+$26.7K	0.02%	191

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Advisors's TFC Position: Q2 2023 in Review

Fortis Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 8,456 shares — an estimated $288K sold.

Fortis Advisors first reported a position in TFC in Q3 2017 and held it in 23 quarters. The position peaked at $473K in Q2 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Fortis Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 8,456 Truist Financial shares in Q2 2023, an estimated $288K.
Fortis Advisors first reported a position in Truist Financial in Q3 2017 and held it in 23 quarters.
Fortis Advisors's Truist Financial position peaked at $473K in Q2 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.