KCIA
TFC icon

Kingsbury Capital Investment Advisors’s Truist Financial TFC Stock Holding History

Kingsbury Capital Investment Advisors’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
2022
Q2 		– Sell
-5,159
Closed -$293K – 104
2022
Q1 		$293K Buy
+5,159
New +$319K 0.32% 61

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kingsbury Capital Investment Advisors's TFC Position: Q2 2022 in Review

Kingsbury Capital Investment Advisors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 5,159 shares — an estimated $293K sold.

Kingsbury Capital Investment Advisors first reported a position in TFC in Q1 2022 and held it in 1 quarter. The position peaked at $293K in Q1 2022. 1,448 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Kingsbury Capital Investment Advisors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 5,159 Truist Financial shares in Q2 2022, an estimated $293K.
  • Kingsbury Capital Investment Advisors first reported a position in Truist Financial in Q1 2022 and held it in 1 quarter.
  • Kingsbury Capital Investment Advisors's Truist Financial position peaked at $293K in Q1 2022.
  • 1,448 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.