HC Advisors’s Truist Financial TFC Stock Holding History

HC 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 Q1	–	Sell	-5,174	Closed	-$223K	–	87
2022 Q4	$223K	Buy	5,174 +4	+0.1%	+$175	0.15%	71
2022 Q3	$225K	Buy	5,170 +3	+0.1%	+$144	0.15%	74
2022 Q2	$245K	Buy	5,167 +4	+0.1%	+$197	0.17%	65
2022 Q1	$293K	Buy	5,163 +2	+0%	+$124	0.19%	65
2021 Q4	$302K	Sell	5,161 -99	-2%	-$6.05K	0.19%	61
2021 Q3	$309K	Buy	5,260 +303	+6%	+$16.9K	0.2%	58
2021 Q2	$275K	Buy	4,957 +2	+0%	+$117	0.17%	62
2021 Q1	$289K	Buy	4,955 +3	+0.1%	+$164	0.19%	62
2020 Q4	$237K	Buy	+4,952	New	+$224K	0.16%	76

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

HC Advisors's TFC Position: Q1 2023 in Review

HC Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,174 shares — an estimated $223K sold.

HC Advisors first reported a position in TFC in Q4 2020 and held it in 9 quarters. The position peaked at $309K in Q3 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

HC Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
HC Advisors sold 5,174 Truist Financial shares in Q1 2023, an estimated $223K.
HC Advisors first reported a position in Truist Financial in Q4 2020 and held it in 9 quarters.
HC Advisors's Truist Financial position peaked at $309K in Q3 2021.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on HC Advisors's 13F filing for Q1 2023, filed 8 May 2023.