Intercontinental Wealth Advisors’s Truist Financial TFC Stock Holding History

Intercontinental Wealth 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 Q4	–	Sell	-4,644	Closed	-$202K	–	275
2022 Q3	$202K	Buy	4,644 +64	+1%	+$3.08K	0.06%	258
2022 Q2	$217K	Hold	4,580	–	–	0.06%	267
2022 Q1	$260K	Hold	4,580	–	–	0.06%	256
2021 Q4	$268K	Sell	4,580 -62	-1%	-$3.79K	0.06%	258
2021 Q3	$272K	Buy	4,642 +247	+6%	+$13.8K	0.06%	240
2021 Q2	$244K	Buy	4,395 +14	+0.3%	+$822	0.05%	260
2021 Q1	$255K	Buy	4,381 +45	+1%	+$2.47K	0.06%	236
2020 Q4	$208K	Buy	+4,336	New	+$196K	0.05%	241
2020 Q1	–	Sell	-3,675	Closed	-$200K	–	289
2019 Q4	$200K	Sell	3,675 -194	-5%	-$10.5K	0.17%	106
2019 Q3	$206K	Sell	3,869 -45	-1%	-$2.23K	0.13%	126
2019 Q2	$192K	Buy	+3,914	New	+$192K	0.1%	126

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

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

Intercontinental Wealth Advisors's TFC Position: Q4 2022 in Review

Intercontinental Wealth Advisors sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 4,644 shares — an estimated $202K sold.

Intercontinental Wealth Advisors first reported a position in TFC in Q2 2019 and held it in 11 quarters. The position peaked at $272K in Q3 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Intercontinental Wealth Advisors reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 4,644 Truist Financial shares in Q4 2022, an estimated $202K.
Intercontinental Wealth Advisors first reported a position in Truist Financial in Q2 2019 and held it in 11 quarters.
Intercontinental Wealth Advisors's Truist Financial position peaked at $272K in Q3 2021.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.