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Householder Group Estate & Retirement Specialist’s Truist Financial TFC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-52
Closed -$2K – 1147
2024
Q3 		$2K Hold
52
– – ﹤0.01% 1063
2024
Q2 		$2K Buy
52
+3
+6% +$113 ﹤0.01% 1089
2024
Q1 		$1.91K Hold
49
– – ﹤0.01% 1059
2023
Q4 		$1K Buy
+49
New +$1.54K ﹤0.01% 1092
2023
Q1 		$16K Buy
460
+5
+1% +$218 0.01% 689
2022
Q4 		$19K Buy
455
+5
+1% +$219 0.03% 173
2022
Q3 		$19K Buy
+450
New +$21.7K 0.01% 592

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TFC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 52 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in TFC in Q3 2022 and held it in 7 quarters. The position peaked at $19K in Q4 2022. 1,569 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 52 Truist Financial shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Truist Financial in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Truist Financial position peaked at $19K in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.