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Herold Advisors’s Truist Financial TFC Stock Holding History

Herold 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
Q2 		– Sell
-1,346
Closed -$76.4K – 623
2022
Q1 		$76.4K Buy
+1,346
New +$83.1K 0.03% 309
2021
Q4 		– Sell
-1,343
Closed -$78K – 597
2021
Q3 		$78K Buy
+1,343
New +$75K 0.03% 308

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Herold Advisors's TFC Position: Q2 2022 in Review

Herold Advisors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 1,346 shares — an estimated $76.4K sold.

Herold Advisors first reported a position in TFC in Q3 2021 and held it in 2 quarters. The position peaked at $78K in Q3 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Herold Advisors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,346 Truist Financial shares in Q2 2022, an estimated $76.4K.
  • Herold Advisors first reported a position in Truist Financial in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Truist Financial position peaked at $78K in Q3 2021.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.