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Goodwin Investment Advisory’s Truist Financial TFC Stock Holding History

Goodwin Investment Advisory’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
Closed -$344 – 198
2022
Q4 		$344 Sell
8
-751
-99% -$32.9K ﹤0.01% 211
2022
Q3 		$33K Buy
+759
New +$36.5K 0.03% 106

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

Goodwin Investment Advisory's TFC Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 8 shares — an estimated $344 sold.

Goodwin Investment Advisory first reported a position in TFC in Q3 2022 and held it in 2 quarters. The position peaked at $33K in Q3 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 8 Truist Financial shares in Q1 2023, an estimated $344.
  • Goodwin Investment Advisory first reported a position in Truist Financial in Q3 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's Truist Financial position peaked at $33K in Q3 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.