FMAEN1
Fund Management at Engine No 1’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,045
| Closed | -$545K | – | 370 |
|
|
2023
Q3 | $545K | Buy |
19,045
+1,708
| +10% | +$48.9K | 0.08% | 213 |
|
|
2023
Q2 | $526K | Buy |
17,337
+1,239
| +8% | +$37.6K | 0.1% | 209 |
|
|
2023
Q1 | $549K | Buy |
16,098
+1,490
| +10% | +$50.8K | 0.11% | 180 |
|
|
2022
Q4 | $629K | Buy |
14,608
+1,853
| +15% | +$79.7K | 0.15% | 138 |
|
|
2022
Q3 | $555K | Sell |
12,755
-688
| -5% | -$29.9K | 0.16% | 131 |
|
|
2022
Q2 | $638K | Buy |
13,443
+2,147
| +19% | +$102K | 0.17% | 132 |
|
|
2022
Q1 | $640K | Buy |
+11,296
| New | +$640K | 0.16% | 127 |
|