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Girard Partners’s Truist Financial TFC Stock Holding History

Girard Partners’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
2021
Q3 		– Sell
-4,590
Closed -$254K – 263
2021
Q2 		$254K Sell
4,590
-1,760
-28% -$103K 0.03% 213
2021
Q1 		$370K Buy
+6,350
New +$348K 0.05% 175
2018
Q4 		– Sell
-2,937
Closed -$142K – 763
2018
Q3 		$142K Buy
+2,937
New +$151K 0.03% 283

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Girard Partners's TFC Position: Q3 2021 in Review

Girard Partners sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 4,590 shares — an estimated $254K sold.

Girard Partners first reported a position in TFC in Q3 2018 and held it in 3 quarters. The position peaked at $370K in Q1 2021. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • Girard Partners reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
  • Girard Partners sold 4,590 Truist Financial shares in Q3 2021, an estimated $254K.
  • Girard Partners first reported a position in Truist Financial in Q3 2018 and held it in 3 quarters.
  • Girard Partners's Truist Financial position peaked at $370K in Q1 2021.
  • 1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Girard Partners's 13F filing for Q3 2021, filed 1 Nov 2021.