Greenwood Gearhart’s Truist Financial TFC Stock Holding History

Greenwood Gearhart’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
2024 Q1	–	Sell	-110	Closed	-$4.06K	–	256
2023 Q4	$4.06K	Buy	+110	New	+$3.45K	﹤0.01%	255

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Greenwood Gearhart's TFC Position: Q1 2024 in Review

Greenwood Gearhart sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 110 shares — an estimated $4.06K sold.

Greenwood Gearhart first reported a position in TFC in Q4 2023 and held it in 1 quarter. The position peaked at $4.06K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

Greenwood Gearhart reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 110 Truist Financial shares in Q1 2024, an estimated $4.06K.
Greenwood Gearhart first reported a position in Truist Financial in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's Truist Financial position peaked at $4.06K in Q4 2023.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.