Intersect Capital’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$221K Buy
4,652
+376
+9% +$18.5K 0.07% 304
2022
Q1
$242K Sell
4,276
-392
-8% -$24.2K 0.05% 369
2021
Q4
$273K Buy
+4,668
New +$285K 0.05% 329
2015
Q2
Sell
-74
Closed -$3K 337
2015
Q1
$3K Hold
74
﹤0.01% 406
2014
Q4
$3K Buy
+74
New +$2.79K ﹤0.01% 412

Other funds holding TFC

Intersect Capital's TFC Position: Q2 2022 in Review

Intersect Capital increased its Truist Financial (TFC) stake by 8.8% in Q2 2022, buying an estimated $18.5K and bringing the position to 4,652 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #304.

Intersect Capital first reported a position in TFC in Q4 2014 and has held it in 5 quarters since. The position peaked at $273K in Q4 2021. 1,448 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Intersect Capital held 4,652 shares of Truist Financial worth $221K as of Q2 2022.
  • Intersect Capital bought 376 Truist Financial shares in Q2 2022, an estimated $18.5K.
  • Truist Financial made up 0.07% of Intersect Capital's portfolio in Q2 2022, its #304 holding.
  • Intersect Capital first reported a position in Truist Financial in Q4 2014 and has held it in 5 quarters since.
  • Intersect Capital's Truist Financial position peaked at $273K in Q4 2021.
  • 1,448 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.