Laffer Tengler Investments’s Truist Financial TFC Stock Holding History

Laffer Tengler 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 Q4	–	Sell	-724	Closed	-$20.7K	–	430
2023 Q3	$20.7K	Buy	+724	New	+$22.3K	0.01%	266
2023 Q1	–	Sell	-50	Closed	-$2.15K	–	443
2022 Q4	$2.15K	Hold	50	–	–	﹤0.01%	408
2022 Q3	$2.18K	Buy	+50	New	+$2.41K	﹤0.01%	362
2019 Q2	–	Sell	-50,495	Closed	-$2.35M	–	173
2019 Q1	$2.35M	Hold	50,495	–	–	0.63%	69
2018 Q4	$2.19M	Hold	50,495	–	–	0.65%	71
2018 Q3	$2.45M	Hold	50,495	–	–	0.61%	75
2018 Q2	$2.55M	Hold	50,495	–	–	0.65%	56
2018 Q1	$2.63M	Buy	50,495 +8,335	+20%	+$449K	0.65%	51
2017 Q4	$2.1M	Hold	42,160	–	–	0.53%	81
2017 Q3	$1.98M	Sell	42,160 -3,140	-7%	-$144K	0.52%	89
2017 Q2	$2.06M	Hold	45,300	–	–	0.52%	87
2017 Q1	$2.02M	Hold	45,300	–	–	0.53%	78
2016 Q4	$2.13M	Buy	+45,300	New	+$1.93M	0.57%	48
2016 Q2	–	Sell	-48,586	Closed	-$1.62M	–	268
2016 Q1	$1.62M	Buy	+48,586	New	+$1.61M	0.44%	106
2015 Q4	–	Hold	0	–	–	–	78
2015 Q3	–	Sell	-48,586	Closed	-$1.87M	–	78
2015 Q2	$1.96M	Buy	+48,586	New	+$1.92M	0.48%	60
2013 Q3	–	Hold	0	–	–	–	227

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laffer Tengler Investments's TFC Position: Q4 2023 in Review

Laffer Tengler Investments sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 724 shares — an estimated $20.7K sold.

Laffer Tengler Investments first reported a position in TFC in Q2 2015 and held it in 15 quarters. The position peaked at $2.63M in Q1 2018. 1,398 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Laffer Tengler Investments reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Laffer Tengler Investments sold 724 Truist Financial shares in Q4 2023, an estimated $20.7K.
Laffer Tengler Investments first reported a position in Truist Financial in Q2 2015 and held it in 15 quarters.
Laffer Tengler Investments's Truist Financial position peaked at $2.63M in Q1 2018.
1,398 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.