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Industrial Alliance Investment Management’s Truist Financial TFC Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-11,629
Closed -$397K – 458
2023
Q1 		$397K Sell
11,629
-8,747
-43% -$382K 0.01% 376
2022
Q4 		$877K Hold
20,376
– – 0.02% 264
2022
Q3 		$887K Sell
20,376
-330
-2% -$15.9K 0.03% 260
2022
Q2 		$982K Sell
20,706
-1,288
-6% -$63.5K 0.03% 258
2022
Q1 		$1.25M Buy
21,994
+4,778
+28% +$295K 0.03% 267
2021
Q4 		$1.01M Buy
+17,216
New +$1.05M 0.02% 267

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Industrial Alliance Investment Management's TFC Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 11,629 shares — an estimated $397K sold.

Industrial Alliance Investment Management first reported a position in TFC in Q4 2021 and held it in 6 quarters. The position peaked at $1.25M in Q1 2022. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 11,629 Truist Financial shares in Q2 2023, an estimated $397K.
  • Industrial Alliance Investment Management first reported a position in Truist Financial in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Truist Financial position peaked at $1.25M in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.