Jackson Wealth Management’s Truist Financial TFC Stock Holding History

Jackson Wealth Management’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 Q2	–	Sell	-63,663	Closed	-$3.61M	–	117
2022 Q1	$3.61M	Buy	+63,663	New	+$3.93M	0.5%	49
2016 Q3	–	Sell	-36,627	Closed	-$1.3M	–	72
2016 Q2	$1.3M	Hold	36,627	–	–	0.49%	49
2016 Q1	$1.21M	Hold	36,627	–	–	0.47%	52
2015 Q4	$1.28M	Buy	+36,627	New	+$1.38M	0.51%	50
2015 Q3	–	Sell	-36,627	Closed	-$1.47M	–	135
2015 Q2	$1.47M	Hold	36,627	–	–	0.5%	62
2015 Q1	$1.43M	Buy	+36,627	New	+$1.38M	0.46%	74

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Jackson Wealth Management's TFC Position: Q2 2022 in Review

Jackson Wealth Management sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 63,663 shares — an estimated $3.61M sold.

Jackson Wealth Management first reported a position in TFC in Q1 2015 and held it in 6 quarters. The position peaked at $3.61M in Q1 2022. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Jackson Wealth Management reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Jackson Wealth Management sold 63,663 Truist Financial shares in Q2 2022, an estimated $3.61M.
Jackson Wealth Management first reported a position in Truist Financial in Q1 2015 and held it in 6 quarters.
Jackson Wealth Management's Truist Financial position peaked at $3.61M in Q1 2022.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.