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Gyroscope Capital Management Group’s Truist Financial TFC Stock Holding History

Gyroscope Capital Management Group’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 		$407K Buy
14,236
+2,800
+24% +$86.1K 0.09% 146
2023
Q2 		$347K Buy
+11,436
New +$355K 0.08% 129
2020
Q1 		– Sell
-4,235
Closed -$239K – 124
2019
Q4 		$239K Buy
+4,235
New +$229K 0.09% 110

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gyroscope Capital Management Group's TFC Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Truist Financial (TFC) stake by 24% in Q3 2023, buying an estimated $86.1K and bringing the position to 14,236 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #146.

Gyroscope Capital Management Group first reported a position in TFC in Q4 2019 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Gyroscope Capital Management Group held 14,236 shares of Truist Financial worth $407K as of Q3 2023.
  • Gyroscope Capital Management Group bought 2,800 Truist Financial shares in Q3 2023, an estimated $86.1K.
  • Truist Financial made up 0.09% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #146 holding.
  • Gyroscope Capital Management Group first reported a position in Truist Financial in Q4 2019 and has held it in 3 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.