GW
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GW & Wade’s Truist Financial TFC Stock Holding History

GW & Wade’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
Q3 		– Sell
-190,703
Closed -$5.79M – 408
2023
Q2 		$5.79M Sell
190,703
-52,901
-22% -$1.64M 0.21% 84
2023
Q1 		$8.31M Buy
243,604
+12,582
+5% +$549K 0.32% 73
2022
Q4 		$9.94M Sell
231,022
-47,385
-17% -$2.08M 0.41% 67
2022
Q3 		$12.1M Buy
+278,407
New +$13.4M 0.59% 51

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GW & Wade's TFC Position: Q3 2023 in Review

GW & Wade sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 190,703 shares — an estimated $5.79M sold.

GW & Wade first reported a position in TFC in Q3 2022 and held it in 4 quarters. The position peaked at $12.1M in Q3 2022. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • GW & Wade reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • GW & Wade sold 190,703 Truist Financial shares in Q3 2023, an estimated $5.79M.
  • GW & Wade first reported a position in Truist Financial in Q3 2022 and held it in 4 quarters.
  • GW & Wade's Truist Financial position peaked at $12.1M in Q3 2022.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on GW & Wade's 13F filing for Q3 2023, filed 8 Nov 2023.