Hamilton Capital’s Truist Financial TFC Stock Holding History

Hamilton Capital’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 Q1	–	Sell	-4,963	Closed	-$214K	–	151
2022 Q4	$214K	Buy	+4,963	New	+$218K	0.01%	132
2022 Q3	–	Sell	-6,602	Closed	-$313K	–	118
2022 Q2	$313K	Buy	6,602 +555	+9%	+$27.4K	0.02%	73
2022 Q1	$343K	Buy	6,047 +642	+12%	+$39.7K	0.02%	73
2021 Q4	$316K	Buy	5,405 +699	+15%	+$42.7K	0.02%	109
2021 Q3	$276K	Buy	+4,706	New	+$263K	0.02%	68

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Hamilton Capital's TFC Position: Q1 2023 in Review

Hamilton Capital sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 4,963 shares — an estimated $214K sold.

Hamilton Capital first reported a position in TFC in Q3 2021 and held it in 5 quarters. The position peaked at $343K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Hamilton Capital reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Hamilton Capital sold 4,963 Truist Financial shares in Q1 2023, an estimated $214K.
Hamilton Capital first reported a position in Truist Financial in Q3 2021 and held it in 5 quarters.
Hamilton Capital's Truist Financial position peaked at $343K in Q1 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Hamilton Capital's 13F filing for Q1 2023, filed 3 May 2023.