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Impact Partnership Wealth’s Truist Financial TFC Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-19,572
Closed -$760K – 284
2024
Q2 		$760K Buy
19,572
+2,175
+13% +$82.2K 0.2% 63
2024
Q1 		$678K Sell
17,397
-3,273
-16% -$120K 0.27% 46
2023
Q4 		$763K Buy
20,670
+5,013
+32% +$157K 0.28% 48
2023
Q3 		$448K Buy
15,657
+15,146
+2,964% +$466K 0.14% 80
2023
Q2 		$15.5K Buy
+511
New +$15.9K 0.01% 376

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's TFC Position: Q3 2024 in Review

Impact Partnership Wealth sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 19,572 shares — an estimated $760K sold.

Impact Partnership Wealth first reported a position in TFC in Q2 2023 and held it in 5 quarters. The position peaked at $763K in Q4 2023. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Impact Partnership Wealth reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 19,572 Truist Financial shares in Q3 2024, an estimated $760K.
  • Impact Partnership Wealth first reported a position in Truist Financial in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Truist Financial position peaked at $763K in Q4 2023.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Impact Partnership Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.