Institutional & Family Asset Management’s Truist Financial TFC Stock Holding History

Institutional & Family Asset 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	-88	Closed	-$3K	–	792
2023 Q1	$3K	Hold	88	–	–	﹤0.01%	533
2022 Q4	$3.79K	Buy	88 +24	+38%	+$1.05K	﹤0.01%	504
2022 Q3	$3K	Hold	64	–	–	﹤0.01%	561
2022 Q2	$3K	Hold	64	–	–	﹤0.01%	568
2022 Q1	$4K	Buy	+64	New	+$3.95K	﹤0.01%	590
2019 Q2	–	Sell	-1,285	Closed	-$60K	–	877
2019 Q1	$60K	Sell	1,285 -1,692	-57%	-$82.5K	0.01%	305
2018 Q4	$129K	Sell	2,977 -134	-4%	-$6.43K	0.03%	202
2018 Q3	$151K	Sell	3,111 -372	-11%	-$19.1K	0.03%	221
2018 Q2	$176K	Sell	3,483 -123	-3%	-$6.53K	0.04%	192
2018 Q1	$188K	Buy	+3,606	New	+$194K	0.04%	174

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's TFC Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 88 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in TFC in Q1 2018 and held it in 10 quarters. The position peaked at $188K in Q1 2018. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Institutional & Family Asset Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 88 Truist Financial shares in Q2 2023, an estimated $3K.
Institutional & Family Asset Management first reported a position in Truist Financial in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Truist Financial position peaked at $188K in Q1 2018.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.