Investment Partners’s Truist Financial TFC Stock Holding History

Investment Partners’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	-4,963	Closed	-$216K	–	233
2022 Q3	$216K	Buy	+4,963	New	+$239K	0.06%	244

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

Investment Partners's TFC Position: Q4 2022 in Review

Investment Partners sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 4,963 shares — an estimated $216K sold.

Investment Partners first reported a position in TFC in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Investment Partners reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 4,963 Truist Financial shares in Q4 2022, an estimated $216K.
Investment Partners first reported a position in Truist Financial in Q3 2022 and held it in 1 quarter.
Investment Partners's Truist Financial position peaked at $216K in Q3 2022.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.