Guild Investment Management’s Truist Financial TFC Stock Holding History

Guild Investment Management’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
2022 Q3	–	Sell	-4,248	Closed	-$209K	–	63
2022 Q2	$209K	Hold	4,248	–	–	0.32%	55
2022 Q1	$241K	Hold	4,248	–	–	0.25%	63
2021 Q4	$249K	Hold	4,248	–	–	0.25%	62
2021 Q3	$249K	Hold	4,248	–	–	0.24%	61
2021 Q2	$236K	Hold	4,248	–	–	0.23%	61
2021 Q1	$248K	Buy	+4,248	New	+$233K	0.27%	61

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guild Investment Management's TFC Position: Q3 2022 in Review

Guild Investment Management sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,248 shares — an estimated $209K sold.

Guild Investment Management first reported a position in TFC in Q1 2021 and held it in 6 quarters. The position peaked at $249K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Guild Investment Management reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Guild Investment Management sold 4,248 Truist Financial shares in Q3 2022, an estimated $209K.
Guild Investment Management first reported a position in Truist Financial in Q1 2021 and held it in 6 quarters.
Guild Investment Management's Truist Financial position peaked at $249K in Q4 2021.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Guild Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.