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Goepper Burkhardt’s Truist Financial TFC Stock Holding History

Goepper Burkhardt’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
-5,951
Closed -$256K – 70
2022
Q4 		$256K Sell
5,951
-100
-2% -$4.39K 0.18% 51
2022
Q3 		$263K Sell
6,051
-210
-3% -$10.1K 0.2% 49
2022
Q2 		$297K Sell
6,261
-525
-8% -$25.9K 0.21% 50
2022
Q1 		$385K Hold
6,786
– – 0.23% 44
2021
Q4 		$397K Hold
6,786
– – 0.24% 43
2021
Q3 		$398K Buy
6,786
+1,285
+23% +$71.8K 0.25% 41
2021
Q2 		$305K Buy
5,501
+50
+0.9% +$2.94K 0.19% 51
2021
Q1 		$318K Hold
5,451
– – 0.22% 46
2020
Q4 		$261K Buy
+5,451
New +$247K 0.19% 54

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goepper Burkhardt's TFC Position: Q1 2023 in Review

Goepper Burkhardt sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,951 shares — an estimated $256K sold.

Goepper Burkhardt first reported a position in TFC in Q4 2020 and held it in 9 quarters. The position peaked at $398K in Q3 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Goepper Burkhardt reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Goepper Burkhardt sold 5,951 Truist Financial shares in Q1 2023, an estimated $256K.
  • Goepper Burkhardt first reported a position in Truist Financial in Q4 2020 and held it in 9 quarters.
  • Goepper Burkhardt's Truist Financial position peaked at $398K in Q3 2021.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Goepper Burkhardt's 13F filing for Q1 2023, filed 12 May 2023.