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Heritage Financial Services’s Truist Financial TFC Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-124
Closed -$5K – 428
2022
Q2 		$5K Buy
+124
New +$6.12K ﹤0.01% 352

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Financial Services's TFC Position: Q3 2022 in Review

Heritage Financial Services sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 124 shares — an estimated $5K sold.

Heritage Financial Services first reported a position in TFC in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Heritage Financial Services reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 124 Truist Financial shares in Q3 2022, an estimated $5K.
  • Heritage Financial Services first reported a position in Truist Financial in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Truist Financial position peaked at $5K in Q2 2022.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.