Kula Investments’s Truist Financial TFC Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-16,601	Closed	-$714K	–	843
2022 Q4	$714K	Buy	+16,601	New	+$728K	0.21%	120

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kula Investments's TFC Position: Q1 2023 in Review

Kula Investments sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 16,601 shares — an estimated $714K sold.

Kula Investments first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $714K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Kula Investments reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 16,601 Truist Financial shares in Q1 2023, an estimated $714K.
Kula Investments first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
Kula Investments's Truist Financial position peaked at $714K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.