Hall Private Wealth Advisors’s Truist Financial TFC Stock Holding History

Hall Private Wealth Advisors’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	$364K	Sell	12,726 -3,391	-21%	-$104K	0.24%	33
2023 Q2	$489K	Sell	16,117 -609	-4%	-$18.9K	0.26%	35
2023 Q1	$570K	Buy	16,726 +8,717	+109%	+$381K	0.3%	42
2022 Q4	$345K	Buy	+8,009	New	+$351K	0.2%	40

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hall Private Wealth Advisors's TFC Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Truist Financial (TFC) stake by 21% in Q3 2023, selling an estimated $104K and leaving 12,726 shares worth $364K. The position accounts for 0.24% of the portfolio, ranked #33.

Hall Private Wealth Advisors first reported a position in TFC in Q4 2022 and has held it in 4 quarters since. The position peaked at $570K in Q1 2023. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Hall Private Wealth Advisors held 12,726 shares of Truist Financial worth $364K as of Q3 2023.
Hall Private Wealth Advisors sold 3,391 Truist Financial shares in Q3 2023, an estimated $104K.
Truist Financial made up 0.24% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #33 holding.
Hall Private Wealth Advisors first reported a position in Truist Financial in Q4 2022 and has held it in 4 quarters since.
Hall Private Wealth Advisors's Truist Financial position peaked at $570K in Q1 2023.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.