Joule Financial’s Truist Financial TFC Stock Holding History

Joule 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
2023 Q1	–	Sell	-4,729	Closed	-$203K	–	112
2022 Q4	$203K	Buy	+4,729	New	+$207K	0.13%	93

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Joule Financial's TFC Position: Q1 2023 in Review

Joule Financial sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 4,729 shares — an estimated $203K sold.

Joule Financial first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Joule Financial reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Joule Financial sold 4,729 Truist Financial shares in Q1 2023, an estimated $203K.
Joule Financial first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
Joule Financial's Truist Financial position peaked at $203K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Joule Financial's 13F filing for Q1 2023, filed 13 Apr 2023.