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Israel Discount Bank of New York’s Truist Financial TFC Stock Holding History

Israel Discount Bank of New York’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
2024
Q2 		– Sell
-8,661
Closed -$338K – 76
2024
Q1 		$338K Sell
8,661
-6,222
-42% -$228K 0.42% 53
2023
Q4 		$549K Sell
14,883
-321
-2% -$10.1K 0.43% 50
2023
Q3 		$435K Sell
15,204
-97
-0.6% -$2.98K 0.36% 57
2023
Q2 		$464K Buy
15,301
+1,140
+8% +$35.4K 0.37% 59
2023
Q1 		$483K Sell
14,161
-441
-3% -$19.3K 0.36% 64
2022
Q4 		$628K Sell
14,602
-851
-6% -$37.3K 0.53% 48
2022
Q3 		$673K Buy
15,453
+321
+2% +$15.4K 0.56% 41
2022
Q2 		$717K Sell
15,132
-1,453
-9% -$71.7K 0.54% 42
2022
Q1 		$940K Buy
16,585
+529
+3% +$32.7K 0.62% 35
2021
Q4 		$941K Sell
16,056
-500
-3% -$30.5K 0.58% 37
2021
Q3 		$971K Buy
+16,556
New +$925K 0.66% 33
2021
Q1 		$860K Sell
14,759
-155
-1% -$8.49K 0.66% 29
2020
Q4 		$714K Sell
14,914
-6,225
-29% -$282K 0.52% 44
2020
Q3 		$804K Buy
21,139
+1,729
+9% +$65.1K 0.52% 46
2020
Q2 		$728K Buy
+19,410
New +$699K 0.5% 49

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Israel Discount Bank of New York's TFC Position: Q2 2024 in Review

Israel Discount Bank of New York sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 8,661 shares — an estimated $338K sold.

Israel Discount Bank of New York first reported a position in TFC in Q2 2020 and held it in 15 quarters. The position peaked at $971K in Q3 2021. 1,420 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Israel Discount Bank of New York reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 8,661 Truist Financial shares in Q2 2024, an estimated $338K.
  • Israel Discount Bank of New York first reported a position in Truist Financial in Q2 2020 and held it in 15 quarters.
  • Israel Discount Bank of New York's Truist Financial position peaked at $971K in Q3 2021.
  • 1,420 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Israel Discount Bank of New York's 13F filing for Q2 2024, filed 13 Aug 2024.