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Ironwood Financial’s Truist Financial TFC Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-210
Closed -$12K – 493
2021
Q3 		$12K Hold
210
– – ﹤0.01% 351
2021
Q2 		$12K Buy
210
+84
+67% +$4.93K ﹤0.01% 349
2021
Q1 		$7K Hold
126
– – ﹤0.01% 390
2020
Q4 		$6K Hold
126
– – ﹤0.01% 372
2020
Q3 		$5K Hold
126
– – ﹤0.01% 335
2020
Q2 		$5K Buy
+126
New +$4.54K ﹤0.01% 317

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ironwood Financial's TFC Position: Q4 2021 in Review

Ironwood Financial sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 210 shares — an estimated $12K sold.

Ironwood Financial first reported a position in TFC in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Ironwood Financial reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 210 Truist Financial shares in Q4 2021, an estimated $12K.
  • Ironwood Financial first reported a position in Truist Financial in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's Truist Financial position peaked at $12K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.