Gilbert & Cook’s Truist Financial TFC Stock Holding History

Gilbert & Cook’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 Q1	–	Sell	-8,729	Closed	-$376K	–	219
2022 Q4	$376K	Buy	8,729 +150	+2%	+$6.58K	0.07%	135
2022 Q3	$377K	Buy	8,579 +181	+2%	+$8.71K	0.08%	132
2022 Q2	$398K	Buy	8,398 +323	+4%	+$15.9K	0.07%	126
2022 Q1	$458K	Buy	8,075 +268	+3%	+$16.6K	0.07%	121
2021 Q4	$457K	Buy	7,807 +280	+4%	+$17.1K	0.07%	121
2021 Q3	$441K	Buy	7,527 +43	+0.6%	+$2.4K	0.08%	122
2021 Q2	$415K	Buy	7,484 +425	+6%	+$25K	0.07%	123
2021 Q1	$412K	Buy	+7,059	New	+$387K	0.08%	112

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

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

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

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

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

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

Gilbert & Cook's TFC Position: Q1 2023 in Review

Gilbert & Cook sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 8,729 shares — an estimated $376K sold.

Gilbert & Cook first reported a position in TFC in Q1 2021 and held it in 8 quarters. The position peaked at $458K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Gilbert & Cook reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Gilbert & Cook sold 8,729 Truist Financial shares in Q1 2023, an estimated $376K.
Gilbert & Cook first reported a position in Truist Financial in Q1 2021 and held it in 8 quarters.
Gilbert & Cook's Truist Financial position peaked at $458K in Q1 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Gilbert & Cook's 13F filing for Q1 2023, filed 5 May 2023.