Independent Investors Inc’s Truist Financial TFC Stock Holding History

Independent Investors Inc’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 Q3	–	Sell	-5,269	Closed	-$250K	–	69
2022 Q2	$250K	Sell	5,269 -388	-7%	-$19.1K	0.07%	65
2022 Q1	$321K	Hold	5,657	–	–	0.07%	64
2021 Q4	$331K	Sell	5,657 -500	-8%	-$30.5K	0.07%	65
2021 Q3	$361K	Hold	6,157	–	–	0.09%	65
2021 Q2	$342K	Buy	6,157 +400	+7%	+$23.5K	0.08%	66
2021 Q1	$336K	Buy	5,757 +1,050	+22%	+$57.5K	0.09%	66
2020 Q4	$226K	Sell	4,707 -4,272	-48%	-$193K	0.06%	69
2020 Q3	$342K	Hold	8,979	–	–	0.1%	64
2020 Q2	$337K	Hold	8,979	–	–	0.11%	63
2020 Q1	$276K	Buy	8,979 +3,800	+73%	+$180K	0.11%	65
2019 Q4	$291K	Buy	+5,179	New	+$280K	0.1%	70

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Independent Investors Inc's TFC Position: Q3 2022 in Review

Independent Investors Inc sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 5,269 shares — an estimated $250K sold.

Independent Investors Inc first reported a position in TFC in Q4 2019 and held it in 11 quarters. The position peaked at $361K in Q3 2021. 1,425 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Independent Investors Inc reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Independent Investors Inc sold 5,269 Truist Financial shares in Q3 2022, an estimated $250K.
Independent Investors Inc first reported a position in Truist Financial in Q4 2019 and held it in 11 quarters.
Independent Investors Inc's Truist Financial position peaked at $361K in Q3 2021.
1,425 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Independent Investors Inc's 13F filing for Q3 2022, filed 24 Oct 2022.