Kiwi Wealth Investments Limited Partnership’s Truist Financial TFC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-140,731	Closed	-$7.98M	–	236
2022 Q1	$7.98M	Sell	140,731 -4,552	-3%	-$281K	0.43%	67
2021 Q4	$8.51M	Buy	+145,283	New	+$8.88M	0.4%	77
2021 Q1	–	Sell	-104,943	Closed	-$5.03M	–	281
2020 Q4	$5.03M	Buy	+104,943	New	+$4.75M	0.3%	99
2019 Q3	–	Sell	-90,079	Closed	-$4.43M	–	222
2019 Q2	$4.43M	Buy	+90,079	New	+$4.41M	0.39%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's TFC Position: Q2 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 140,731 shares — an estimated $7.98M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in TFC in Q2 2019 and held it in 4 quarters. The position peaked at $8.51M in Q4 2021. 1,447 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 140,731 Truist Financial shares in Q2 2022, an estimated $7.98M.
Kiwi Wealth Investments Limited Partnership first reported a position in Truist Financial in Q2 2019 and held it in 4 quarters.
Kiwi Wealth Investments Limited Partnership's Truist Financial position peaked at $8.51M in Q4 2021.
1,447 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2022, filed 12 Aug 2022.