JWM
TFC icon

Janiczek Wealth Management’s Truist Financial TFC Stock Holding History

Janiczek 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
2024
Q2 		$98.1K Hold
2,526
– – 0.02% 279
2024
Q1 		$98.5K Hold
2,526
– – 0.02% 292
2023
Q4 		$93.3K Buy
2,526
+29
+1% +$910 0.02% 278
2023
Q3 		$71.4K Hold
2,497
– – 0.02% 312
2023
Q2 		$75.8K Hold
2,497
– – 0.02% 254
2023
Q1 		$83K Sell
2,497
-26
-1% -$1.14K 0.02% 243
2022
Q4 		$119K Sell
2,523
-89
-3% -$3.9K 0.03% 197
2022
Q3 		$113K Buy
2,612
+202
+8% +$9.72K 0.04% 178
2022
Q2 		$122K Sell
2,410
-4
-0.2% -$197 0.04% 177
2022
Q1 		$137K Hold
2,414
– – 0.04% 165
2021
Q4 		$141K Hold
2,414
– – 0.04% 145
2021
Q3 		$142K Buy
2,414
+4
+0.2% +$224 0.05% 128
2021
Q2 		$134K Hold
2,410
– – 0.05% 117
2021
Q1 		$141K Hold
2,410
– – 0.06% 103
2020
Q4 		$116K Hold
2,410
– – 0.06% 97
2020
Q3 		$92K Buy
2,410
+2,304
+2,174% +$86.8K 0.05% 71
2020
Q2 		$4K Buy
+106
New +$3.82K ﹤0.01% 215

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janiczek Wealth Management's TFC Position: Q2 2024 in Review

Janiczek Wealth Management held its Truist Financial (TFC) position steady in Q2 2024 at 2,526 shares worth $98.1K. The position accounts for 0.02% of the portfolio, ranked #279.

Janiczek Wealth Management first reported a position in TFC in Q2 2020 and has held it in 17 quarters since. The position peaked at $142K in Q3 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Janiczek Wealth Management held 2,526 shares of Truist Financial worth $98.1K as of Q2 2024.
  • Janiczek Wealth Management left its Truist Financial share count unchanged in Q2 2024.
  • Truist Financial made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #279 holding.
  • Janiczek Wealth Management first reported a position in Truist Financial in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Truist Financial position peaked at $142K in Q3 2021.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.