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Gunn & Company Investment Management’s Truist Financial TFC Stock Holding History

Gunn & Company 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
2024
Q3 		– Sell
-26,915
Closed -$1.05M – 130
2024
Q2 		$1.05M Buy
+26,915
New +$1.02M 0.06% 67
2024
Q1 		– Sell
-22,263
Closed -$822K – 121
2023
Q4 		$822K Buy
+22,263
New +$699K 0.05% 58

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gunn & Company Investment Management's TFC Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 26,915 shares — an estimated $1.05M sold.

Gunn & Company Investment Management first reported a position in TFC in Q4 2023 and held it in 2 quarters. The position peaked at $1.05M in Q2 2024. 1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 26,915 Truist Financial shares in Q3 2024, an estimated $1.05M.
  • Gunn & Company Investment Management first reported a position in Truist Financial in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Truist Financial position peaked at $1.05M in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.