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Glass Jacobson Investment Advisors’s Truist Financial TFC Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-292
Closed -$8.35K – 821
2023
Q3 		$8.35K Sell
292
-1,153
-80% -$35.5K ﹤0.01% 513
2023
Q2 		$43.9K Buy
+1,445
New +$44.9K 0.02% 340
2022
Q4 		$62.2K Buy
+1,445
New +$63.4K 0.03% 316

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

Glass Jacobson Investment Advisors's TFC Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 292 shares — an estimated $8.35K sold.

Glass Jacobson Investment Advisors first reported a position in TFC in Q4 2022 and held it in 3 quarters. The position peaked at $62.2K in Q4 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 292 Truist Financial shares in Q4 2023, an estimated $8.35K.
  • Glass Jacobson Investment Advisors first reported a position in Truist Financial in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Truist Financial position peaked at $62.2K in Q4 2022.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.