HVIA
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Hudson Valley Investment Advisors’s Truist Financial TFC Stock Holding History

Hudson Valley Investment 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
2023
Q3 		– Sell
-6,824
Closed -$207K – 199
2023
Q2 		$207K Sell
6,824
-3,051
-31% -$94.8K 0.03% 188
2023
Q1 		$337K Sell
9,875
-690
-7% -$30.1K 0.05% 175
2022
Q4 		$455K Sell
10,565
-318
-3% -$13.9K 0.07% 149
2022
Q3 		$474K Sell
10,883
-1,331
-11% -$64K 0.08% 139
2022
Q2 		$579K Sell
12,214
-481
-4% -$23.7K 0.09% 129
2022
Q1 		$720K Sell
12,695
-575
-4% -$35.5K 0.1% 126
2021
Q4 		$777K Sell
13,270
-920
-6% -$56.2K 0.12% 106
2021
Q3 		$832K Sell
14,190
-2,079
-13% -$116K 0.14% 97
2021
Q2 		$903K Sell
16,269
-2,145
-12% -$126K 0.16% 98
2021
Q1 		$1.07M Sell
18,414
-7,364
-29% -$404K 0.19% 92
2020
Q4 		$1.24M Sell
25,778
-15,313
-37% -$693K 0.24% 83
2020
Q3 		$1.56M Sell
41,091
-4,679
-10% -$176K 0.34% 70
2020
Q2 		$1.72M Sell
45,770
-3,545
-7% -$128K 0.4% 66
2020
Q1 		$1.52M Sell
49,315
-34,897
-41% -$1.65M 0.42% 63
2019
Q4 		$4.74M Buy
84,212
+55,471
+193% +$3M 1.01% 35
2019
Q3 		$1.53M Sell
28,741
-3,632
-11% -$180K 0.36% 67
2019
Q2 		$1.59M Sell
32,373
-1,032
-3% -$50.5K 0.37% 69
2019
Q1 		$1.55M Sell
33,405
-6,886
-17% -$336K 0.38% 71
2018
Q4 		$1.75M Sell
40,291
-19,365
-32% -$930K 0.4% 69
2018
Q3 		$2.9M Buy
59,656
+14,648
+33% +$752K 0.67% 43
2018
Q2 		$2.27M Buy
+45,008
New +$2.39M 0.56% 55

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hudson Valley Investment Advisors's TFC Position: Q3 2023 in Review

Hudson Valley Investment Advisors sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 6,824 shares — an estimated $207K sold.

Hudson Valley Investment Advisors first reported a position in TFC in Q2 2018 and held it in 21 quarters. The position peaked at $4.74M in Q4 2019. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Hudson Valley Investment Advisors reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 6,824 Truist Financial shares in Q3 2023, an estimated $207K.
  • Hudson Valley Investment Advisors first reported a position in Truist Financial in Q2 2018 and held it in 21 quarters.
  • Hudson Valley Investment Advisors's Truist Financial position peaked at $4.74M in Q4 2019.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.