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Koss-Olinger Consulting’s Truist Financial TFC Stock Holding History

Koss-Olinger Consulting’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
Q2 		– Sell
-4,059
Closed -$237K – 263
2021
Q1 		$237K Buy
+4,059
New +$222K 0.04% 198

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Koss-Olinger Consulting's TFC Position: Q2 2021 in Review

Koss-Olinger Consulting sold out of Truist Financial (TFC) in Q2 2021, closing a stake of 4,059 shares — an estimated $237K sold.

Koss-Olinger Consulting first reported a position in TFC in Q1 2021 and held it in 1 quarter. The position peaked at $237K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold TFC as of Q2 2021.

  • Koss-Olinger Consulting reported no remaining Truist Financial position as of Q2 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,059 Truist Financial shares in Q2 2021, an estimated $237K.
  • Koss-Olinger Consulting first reported a position in Truist Financial in Q1 2021 and held it in 1 quarter.
  • Koss-Olinger Consulting's Truist Financial position peaked at $237K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Truist Financial as of Q2 2021.

Based on Koss-Olinger Consulting's 13F filing for Q2 2021, filed 11 Aug 2021.