Holistic Financial Partners’s Truist Financial TFC Stock Holding History

Holistic Financial Partners’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	-4,826	Closed	-$274K	–	116
2022 Q1	$274K	Sell	4,826 -947	-16%	-$58.5K	0.17%	79
2021 Q4	$338K	Sell	5,773 -6	-0.1%	-$367	0.2%	73
2021 Q3	$339K	Sell	5,779 -146	-2%	-$8.16K	0.21%	73
2021 Q2	$329K	Buy	5,925 +896	+18%	+$52.6K	0.2%	74
2021 Q1	$293K	Buy	5,029 +378	+8%	+$20.7K	0.19%	76
2020 Q4	$223K	Buy	+4,651	New	+$211K	0.15%	92
2018 Q2	–	Sell	-181	Closed	-$9K	–	325
2018 Q1	$9K	Hold	181	–	–	0.01%	327
2017 Q4	$9K	Buy	+181	New	+$8.74K	0.01%	339

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Holistic Financial Partners's TFC Position: Q2 2022 in Review

Holistic Financial Partners sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 4,826 shares — an estimated $274K sold.

Holistic Financial Partners first reported a position in TFC in Q4 2017 and held it in 8 quarters. The position peaked at $339K in Q3 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Holistic Financial Partners reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Holistic Financial Partners sold 4,826 Truist Financial shares in Q2 2022, an estimated $274K.
Holistic Financial Partners first reported a position in Truist Financial in Q4 2017 and held it in 8 quarters.
Holistic Financial Partners's Truist Financial position peaked at $339K in Q3 2021.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Holistic Financial Partners's 13F filing for Q2 2022, filed 2 Aug 2022.