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Freestone Capital Holdings’s Truist Financial TFC Stock Holding History

Freestone Capital Holdings’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
-5,305
Closed -$301K – 574
2022
Q1 		$301K Buy
5,305
+704
+15% +$43.5K 0.01% 468
2021
Q4 		$269K Buy
+4,601
New +$281K 0.01% 428
2021
Q1 		– Sell
-475
Closed -$22.8K – 1053
2020
Q4 		$22.8K Buy
475
+149
+46% +$6.75K ﹤0.01% 710
2020
Q3 		$12.4K Buy
+326
New +$12.3K ﹤0.01% 711
2014
Q1 		– Sell
-15,665
Closed -$585K – 294
2013
Q4 		$585K Buy
+15,665
New +$541K 0.1% 174

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

Freestone Capital Holdings's TFC Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 5,305 shares — an estimated $301K sold.

Freestone Capital Holdings first reported a position in TFC in Q4 2013 and held it in 5 quarters. The position peaked at $585K in Q4 2013. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 5,305 Truist Financial shares in Q2 2022, an estimated $301K.
  • Freestone Capital Holdings first reported a position in Truist Financial in Q4 2013 and held it in 5 quarters.
  • Freestone Capital Holdings's Truist Financial position peaked at $585K in Q4 2013.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.