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GGM Wealth Advisors’s Truist Financial TFC Stock Holding History

GGM Wealth 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
2024
Q1 		– Sell
-9,708
Closed -$367K – 149
2023
Q4 		$367K Hold
9,708
– – 0.15% 97
2023
Q3 		$278K Hold
9,708
– – 0.12% 115
2023
Q2 		$315K Sell
9,708
-1,702
-15% -$52.9K 0.13% 111
2023
Q1 		$389K Buy
11,410
+19
+0.2% +$829 0.22% 48
2022
Q4 		$522K Buy
11,391
+19
+0.2% +$833 0.27% 69
2022
Q3 		$498K Buy
11,372
+1,664
+17% +$80.1K 0.27% 71
2022
Q2 		$458K Hold
9,708
– – 0.26% 75
2022
Q1 		$504K Buy
+9,708
New +$600K 0.25% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GGM Wealth Advisors's TFC Position: Q1 2024 in Review

GGM Wealth Advisors sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 9,708 shares — an estimated $367K sold.

GGM Wealth Advisors first reported a position in TFC in Q1 2022 and held it in 8 quarters. The position peaked at $522K in Q4 2022. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • GGM Wealth Advisors reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 9,708 Truist Financial shares in Q1 2024, an estimated $367K.
  • GGM Wealth Advisors first reported a position in Truist Financial in Q1 2022 and held it in 8 quarters.
  • GGM Wealth Advisors's Truist Financial position peaked at $522K in Q4 2022.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.