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Kore Private Wealth’s Truist Financial TFC Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-7,194
Closed -$422K – 444
2021
Q3 		$422K Buy
7,194
+1,872
+35% +$105K 0.04% 263
2021
Q2 		$295K Buy
5,322
+499
+10% +$29.3K 0.03% 318
2021
Q1 		$281K Buy
+4,823
New +$264K 0.04% 289
2020
Q3 		– Sell
-2,633
Closed -$98K – 995
2020
Q2 		$98K Sell
2,633
-682
-21% -$24.6K 0.02% 334
2020
Q1 		$102K Buy
3,315
+758
+30% +$35.8K 0.02% 310
2019
Q4 		$144K Buy
+2,557
New +$138K 0.03% 305
2019
Q2 		– Sell
-2,426
Closed -$113K – 724
2019
Q1 		$113K Buy
2,426
+896
+59% +$43.7K 0.03% 268
2018
Q4 		$66K Buy
+1,530
New +$73.5K 0.02% 327

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kore Private Wealth's TFC Position: Q4 2021 in Review

Kore Private Wealth sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 7,194 shares — an estimated $422K sold.

Kore Private Wealth first reported a position in TFC in Q4 2018 and held it in 8 quarters. The position peaked at $422K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Kore Private Wealth reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 7,194 Truist Financial shares in Q4 2021, an estimated $422K.
  • Kore Private Wealth first reported a position in Truist Financial in Q4 2018 and held it in 8 quarters.
  • Kore Private Wealth's Truist Financial position peaked at $422K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.