HighMark Wealth Management’s Truist Financial TFC Stock Holding History

HighMark Wealth Management’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
2021 Q4	–	Sell	-77	Closed	-$5K	–	531
2021 Q3	$5K	Sell	77 -7	-8%	-$391	﹤0.01%	376
2021 Q2	$5K	Sell	84 -115	-58%	-$6.76K	﹤0.01%	373
2021 Q1	$12K	Sell	199 -26	-12%	-$1.43K	0.01%	213
2020 Q4	$11K	Buy	225 +13	+6%	+$589	0.01%	221
2020 Q3	$8K	Hold	212	–	–	0.01%	260
2020 Q2	$8K	Buy	212 +98	+86%	+$3.53K	0.01%	247
2020 Q1	$3K	Buy	+114	New	+$5.39K	﹤0.01%	280

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HighMark Wealth Management's TFC Position: Q4 2021 in Review

HighMark Wealth Management sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 77 shares — an estimated $5K sold.

HighMark Wealth Management first reported a position in TFC in Q1 2020 and held it in 7 quarters. The position peaked at $12K in Q1 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

HighMark Wealth Management reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
HighMark Wealth Management sold 77 Truist Financial shares in Q4 2021, an estimated $5K.
HighMark Wealth Management first reported a position in Truist Financial in Q1 2020 and held it in 7 quarters.
HighMark Wealth Management's Truist Financial position peaked at $12K in Q1 2021.
1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on HighMark Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.