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Heritage Wealth Management (Arizona)’s Truist Financial TFC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$7.32K Buy
170
+150
+750% +$6.58K ﹤0.01% 822
2022
Q3 		$1K Buy
+20
New +$962 ﹤0.01% 976
2021
Q3 		$1K Buy
+2
New +$112 ﹤0.01% 871

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TFC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Truist Financial (TFC) stake by 750% in Q4 2022, buying an estimated $6.58K and bringing the position to 170 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Heritage Wealth Management (Arizona) first reported a position in TFC in Q3 2021 and has held it in 3 quarters since. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 170 shares of Truist Financial worth $7.32K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 150 Truist Financial shares in Q4 2022, an estimated $6.58K.
  • Truist Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #822 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Truist Financial in Q3 2021 and has held it in 3 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.