Kapitalo Investimentos’s Truist Financial TFC Stock Holding History

Kapitalo Investimentos’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 Q2	–	Sell	-4,893	Closed	-$167K	–	693
2023 Q1	$167K	Buy	+4,893	New	+$214K	0.05%	189

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

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

Kapitalo Investimentos's TFC Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 4,893 shares — an estimated $167K sold.

Kapitalo Investimentos first reported a position in TFC in Q1 2023 and held it in 1 quarter. The position peaked at $167K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Kapitalo Investimentos reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 4,893 Truist Financial shares in Q2 2023, an estimated $167K.
Kapitalo Investimentos first reported a position in Truist Financial in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's Truist Financial position peaked at $167K in Q1 2023.
1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.