Harbor Advisors’s Truist Financial TFC Stock Holding History

Harbor 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
2022 Q1	–	Sell	-3,500	Closed	-$205K	–	187
2021 Q4	$205K	Hold	3,500	–	–	0.04%	159
2021 Q3	$205K	Buy	+3,500	New	+$196K	0.04%	155
2021 Q2	–	Sell	-3,500	Closed	-$204K	–	194
2021 Q1	$204K	Buy	+3,500	New	+$192K	0.05%	163

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harbor Advisors's TFC Position: Q1 2022 in Review

Harbor Advisors sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,500 shares — an estimated $205K sold.

Harbor Advisors first reported a position in TFC in Q1 2021 and held it in 3 quarters. The position peaked at $205K in Q4 2021. 1,508 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Harbor Advisors reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Harbor Advisors sold 3,500 Truist Financial shares in Q1 2022, an estimated $205K.
Harbor Advisors first reported a position in Truist Financial in Q1 2021 and held it in 3 quarters.
Harbor Advisors's Truist Financial position peaked at $205K in Q4 2021.
1,508 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Harbor Advisors's 13F filing for Q1 2022, filed 16 May 2022.