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Kiely Wealth Advisory Group’s Truist Financial TFC Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$37.9K Hold
804
– – 0.02% 126
2024
Q3 		$37.3K Sell
804
-12
-1% -$507 0.02% 129
2024
Q2 		$34.3K Hold
816
– – 0.02% 119
2024
Q1 		$31.3K Hold
816
– – 0.02% 117
2023
Q4 		$30.8K Buy
+816
New +$25.6K 0.02% 119

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's TFC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Truist Financial (TFC) position steady in Q4 2024 at 804 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #126.

Kiely Wealth Advisory Group first reported a position in TFC in Q4 2023 and has held it in 5 quarters since. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Kiely Wealth Advisory Group held 804 shares of Truist Financial worth $37.9K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Truist Financial share count unchanged in Q4 2024.
  • Truist Financial made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #126 holding.
  • Kiely Wealth Advisory Group first reported a position in Truist Financial in Q4 2023 and has held it in 5 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.