JP Morgan Private Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.87M | Sell |
135,255
-48,383
| -26% | -$1.49M | 0.01% | 561 |
|
|
2023
Q2 | $5.57M | Sell |
183,638
-221,636
| -55% | -$6.88M | 0.03% | 322 |
|
|
2023
Q1 | $13.8M | Buy |
405,274
+217,180
| +115% | +$9.48M | 0.03% | 369 |
|
|
2022
Q4 | $8.09M | Buy |
188,094
+25,220
| +15% | +$1.11M | 0.02% | 469 |
|
|
2022
Q3 | $7.09M | Sell |
162,874
-4,332
| -3% | -$208K | 0.02% | 468 |
|
|
2022
Q2 | $7.93M | Sell |
167,206
-52,698
| -24% | -$2.6M | 0.02% | 465 |
|
|
2022
Q1 | $12.5M | Buy |
219,904
+44,102
| +25% | +$2.72M | 0.03% | 397 |
|
|
2021
Q4 | $10.3M | Buy |
175,802
+22,481
| +15% | +$1.37M | 0.02% | 428 |
|
|
2021
Q3 | $8.99M | Buy |
153,321
+18,877
| +14% | +$1.05M | 0.02% | 451 |
|
|
2021
Q2 | $7.46M | Buy |
134,444
+19,032
| +16% | +$1.12M | 0.02% | 488 |
|
|
2021
Q1 | $6.73M | Buy |
115,412
+21,288
| +23% | +$1.17M | 0.02% | 445 |
|
|
2020
Q4 | $4.51M | Sell |
94,124
-179
| -0.2% | -$8.1K | 0.01% | 509 |
|
|
2020
Q3 | $3.59M | Sell |
94,303
-28,474
| -23% | -$1.07M | 0.01% | 508 |
|
|
2020
Q2 | $4.61M | Sell |
122,777
-24,889
| -17% | -$896K | 0.02% | 382 |
|
|
2020
Q1 | $4.55M | Sell |
147,666
-35,591
| -19% | -$1.68M | 0.03% | 368 |
|
|
2019
Q4 | $10.3M | Buy |
183,257
+154,476
| +537% | +$8.36M | 0.05% | 299 |
|
|
2019
Q3 | $1.54M | Buy |
28,781
+7,693
| +36% | +$381K | 0.01% | 639 |
|
|
2019
Q2 | $1.04M | Sell |
21,088
-993
| -4% | -$48.6K | 0.01% | 743 |
|
|
2019
Q1 | $1.03M | Buy |
22,081
+3,669
| +20% | +$179K | 0.01% | 789 |
|
|
2018
Q4 | $798K | Sell |
18,412
-178,179
| -91% | -$8.55M | ﹤0.01% | 823 |
|
|
2018
Q3 | $9.54M | Buy |
196,591
+109
| +0.1% | +$5.59K | 0.05% | 309 |
|
|
2018
Q2 | $9.91M | Buy |
196,482
+3,532
| +2% | +$188K | 0.06% | 275 |
|
|
2018
Q1 | $10M | Buy |
192,950
+76,093
| +65% | +$4.1M | 0.07% | 231 |
|
|
2017
Q4 | $5.81M | Sell |
116,857
-1,329
| -1% | -$64.2K | 0.04% | 310 |
|
|
2017
Q3 | $5.55M | Buy |
118,186
+578
| +0.5% | +$26.6K | 0.04% | 300 |
|
|
2017
Q2 | $5.34M | Buy |
117,608
+2,747
| +2% | +$119K | 0.04% | 291 |
|
|
2017
Q1 | $5.13M | Buy |
114,861
+1,158
| +1% | +$54.1K | 0.04% | 296 |
|
|
2016
Q4 | $5.35M | Buy |
113,703
+97,309
| +594% | +$4.14M | 0.05% | 269 |
|
|
2016
Q3 | $619K | Buy |
16,394
+5,143
| +46% | +$192K | 0.01% | 719 |
|
|
2016
Q2 | $400K | Sell |
11,251
-8,573
| -43% | -$300K | ﹤0.01% | 863 |
|
|
2016
Q1 | $659K | Buy |
19,824
+12,118
| +157% | +$403K | 0.01% | 668 |
|
|
2015
Q4 | $291K | Sell |
7,706
-262
| -3% | -$9.86K | ﹤0.01% | 877 |
|
|
2015
Q3 | $284K | Sell |
7,968
-717
| -8% | -$27.7K | ﹤0.01% | 812 |
|
|
2015
Q2 | $350K | Buy |
8,685
+1,886
| +28% | +$74.6K | ﹤0.01% | 794 |
|
|
2015
Q1 | $265K | Sell |
6,799
-104
| -2% | -$3.92K | ﹤0.01% | 938 |
|
|
2014
Q4 | $268K | Sell |
6,903
-5,689
| -45% | -$214K | ﹤0.01% | 915 |
|
|
2014
Q3 | $469K | Buy |
12,592
+6,378
| +103% | +$241K | 0.01% | 709 |
|
|
2014
Q2 | $245K | Sell |
6,214
-2,935
| -32% | -$113K | ﹤0.01% | 757 |
|
|
2014
Q1 | $367K | Buy |
9,149
+2,530
| +38% | +$96.8K | 0.01% | 668 |
|
|
2013
Q4 | $247K | Buy |
+6,619
| New | +$229K | 0.01% | 569 |
|
Other funds holding TFC
JP Morgan Private Wealth Advisors's TFC Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Truist Financial (TFC) stake by 26% in Q3 2023, selling an estimated $1.49M and leaving 135,255 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #561.
JP Morgan Private Wealth Advisors first reported a position in TFC in Q4 2013 and has held it in 40 quarters since. The position peaked at $13.8M in Q1 2023. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.
- JP Morgan Private Wealth Advisors held 135,255 shares of Truist Financial worth $3.87M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 48,383 Truist Financial shares in Q3 2023, an estimated $1.49M.
- Truist Financial made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #561 holding.
- JP Morgan Private Wealth Advisors first reported a position in Truist Financial in Q4 2013 and has held it in 40 quarters since.
- JP Morgan Private Wealth Advisors's Truist Financial position peaked at $13.8M in Q1 2023.
- 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.