Halpern Financial’s Truist Financial TFC Stock Holding History

Halpern Financial’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	$31K	Hold	742	–	–	0.01%	108
2024 Q2	$28.8K	Hold	742	–	–	0.01%	110
2024 Q1	$28.2K	Hold	742	–	–	0.01%	117
2023 Q4	$27.1K	Hold	742	–	–	0.01%	124
2023 Q3	$21.2K	Sell	742 -700	-49%	-$21.5K	0.01%	124
2023 Q2	$43.8K	Hold	1,442	–	–	0.02%	81
2023 Q1	$49.2K	Sell	1,442 -90	-6%	-$3.93K	0.02%	78
2022 Q4	$65.9K	Hold	1,532	–	–	0.02%	73
2022 Q3	$66.7K	Hold	1,532	–	–	0.03%	68
2022 Q2	$72.7K	Hold	1,532	–	–	0.03%	72
2022 Q1	$86.9K	Hold	1,532	–	–	0.03%	78
2021 Q4	$89.7K	Sell	1,532 -193	-11%	-$11.8K	0.04%	63
2021 Q3	$101K	Sell	1,725 -342	-17%	-$19.1K	0.05%	51
2021 Q2	$115K	Buy	2,067 +1,132	+121%	+$66.5K	0.05%	48
2021 Q1	$54.5K	Buy	935 +20	+2%	+$1.1K	0.03%	58
2020 Q4	$43.9K	Hold	915	–	–	0.02%	57
2020 Q3	$34.8K	Hold	915	–	–	0.02%	60
2020 Q2	$34.4K	Buy	915 +173	+23%	+$6.23K	0.02%	58
2020 Q1	$22.9K	Hold	742	–	–	0.02%	63
2019 Q4	$41.8K	Buy	+742	New	+$40.2K	0.03%	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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's TFC Position: Q3 2024 in Review

Halpern Financial held its Truist Financial (TFC) position steady in Q3 2024 at 742 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #108.

Halpern Financial first reported a position in TFC in Q4 2019 and has held it in 20 quarters since. The position peaked at $115K in Q2 2021. 1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

Halpern Financial held 742 shares of Truist Financial worth $31K as of Q3 2024.
Halpern Financial left its Truist Financial share count unchanged in Q3 2024.
Truist Financial made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #108 holding.
Halpern Financial first reported a position in Truist Financial in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Truist Financial position peaked at $115K in Q2 2021.
1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.