IndexIQ Advisors’s Truist Financial TFC Stock Holding History

IndexIQ 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
2022 Q1	$1.27M	Buy	22,431 +232	+1%	+$14.3K	0.05%	251
2021 Q4	$1.3M	Sell	22,199 -1,035	-4%	-$63.2K	0.04%	266
2021 Q3	$1.36M	Buy	23,234 +1,139	+5%	+$63.6K	0.05%	270
2021 Q2	$1.23M	Buy	22,095 +589	+3%	+$34.6K	0.04%	261
2021 Q1	$1.25M	Sell	21,506 -58,698	-73%	-$3.22M	0.04%	243
2020 Q4	$3.85M	Buy	80,204 +8,785	+12%	+$398K	0.14%	103
2020 Q3	$2.72M	Buy	71,419 +5,721	+9%	+$216K	0.11%	132
2020 Q2	$2.47M	Buy	65,698 +4,584	+8%	+$165K	0.11%	131
2020 Q1	$1.88M	Sell	61,114 -29,177	-32%	-$1.38M	0.09%	174
2019 Q4	$5.08M	Buy	90,291 +19,926	+28%	+$1.08M	0.18%	93
2019 Q3	$3.75M	Sell	70,365 -24,079	-25%	-$1.19M	0.13%	106
2019 Q2	$4.64M	Sell	94,444 -1,585	-2%	-$77.6K	0.14%	120
2019 Q1	$4.47M	Buy	+96,029	New	+$4.68M	0.13%	122

Other funds holding TFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IndexIQ Advisors's TFC Position: Q1 2022 in Review

IndexIQ Advisors increased its Truist Financial (TFC) stake by 1% in Q1 2022, buying an estimated $14.3K and bringing the position to 22,431 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #251.

IndexIQ Advisors first reported a position in TFC in Q1 2019 and has held it in 13 quarters since. The position peaked at $5.08M in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

IndexIQ Advisors held 22,431 shares of Truist Financial worth $1.27M as of Q1 2022.
IndexIQ Advisors bought 232 Truist Financial shares in Q1 2022, an estimated $14.3K.
Truist Financial made up 0.05% of IndexIQ Advisors's portfolio in Q1 2022, its #251 holding.
IndexIQ Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 13 quarters since.
IndexIQ Advisors's Truist Financial position peaked at $5.08M in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.