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Imprint Wealth’s Truist Financial TFC Stock Holding History

Imprint 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
Q1 		$3.33M Buy
86,810
+842
+1% +$30.8K 0.81% 26
2023
Q4 		$3.17M Buy
85,968
+380
+0.4% +$11.9K 2.55% 4
2023
Q3 		$2.45M Sell
85,588
-4,250
-5% -$131K 2.07% 8
2023
Q2 		$2.73M Buy
89,838
+6,000
+7% +$186K 1.72% 9
2023
Q1 		$2.86M Buy
+83,838
New +$3.66M 1.88% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Imprint Wealth's TFC Position: Q1 2024 in Review

Imprint Wealth increased its Truist Financial (TFC) stake by 0.98% in Q1 2024, buying an estimated $30.8K and bringing the position to 86,810 shares worth $3.33M. The position accounts for 0.81% of the portfolio, ranked #26.

Imprint Wealth first reported a position in TFC in Q1 2023 and has held it in 5 quarters since. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Imprint Wealth held 86,810 shares of Truist Financial worth $3.33M as of Q1 2024.
  • Imprint Wealth bought 842 Truist Financial shares in Q1 2024, an estimated $30.8K.
  • Truist Financial made up 0.81% of Imprint Wealth's portfolio in Q1 2024, its #26 holding.
  • Imprint Wealth first reported a position in Truist Financial in Q1 2023 and has held it in 5 quarters since.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.