FourThought Financial’s Truist Financial TFC Stock Holding History

FourThought Financial’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 Q3	$138K	Buy	3,163 +50	+2%	+$2.41K	0.02%	369
2022 Q2	$148K	Hold	3,113	–	–	0.02%	359
2022 Q1	$177K	Buy	3,113 +2,400	+337%	+$148K	0.02%	356
2021 Q4	$42K	Sell	713 -50	-7%	-$3.06K	0.01%	712
2021 Q3	$44K	Sell	763 -1,310	-63%	-$73.2K	0.01%	728
2021 Q2	$115K	Sell	2,073 -82	-4%	-$4.82K	0.02%	460
2021 Q1	$125K	Hold	2,155	–	–	0.02%	446
2020 Q4	$103K	Buy	+2,155	New	+$97.6K	0.02%	475

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FourThought Financial's TFC Position: Q3 2022 in Review

FourThought Financial increased its Truist Financial (TFC) stake by 1.6% in Q3 2022, buying an estimated $2.41K and bringing the position to 3,163 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #369.

FourThought Financial first reported a position in TFC in Q4 2020 and has held it in 8 quarters since. The position peaked at $177K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

FourThought Financial held 3,163 shares of Truist Financial worth $138K as of Q3 2022.
FourThought Financial bought 50 Truist Financial shares in Q3 2022, an estimated $2.41K.
Truist Financial made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #369 holding.
FourThought Financial first reported a position in Truist Financial in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Truist Financial position peaked at $177K in Q1 2022.
1,424 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.