Lake Street Private Wealth’s Truist Financial TFC Stock Holding History

Lake Street 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
2022 Q4	–	Sell	-5,591	Closed	-$243K	–	300
2022 Q3	$243K	Sell	5,591 -1,363	-20%	-$65.6K	0.06%	238
2022 Q2	$330K	Sell	6,954 -4,382	-39%	-$216K	0.07%	223
2022 Q1	$643K	Buy	11,336 +598	+6%	+$36.9K	0.12%	165
2021 Q4	$629K	Buy	10,738 +2,810	+35%	+$172K	0.11%	174
2021 Q3	$465K	Buy	7,928 +561	+8%	+$31.3K	0.11%	152
2021 Q2	$415K	Buy	7,367 +2,279	+45%	+$134K	0.11%	153
2021 Q1	$297K	Buy	+5,088	New	+$279K	0.08%	176
2020 Q1	–	Sell	-4,757	Closed	-$268K	–	171
2019 Q4	$268K	Buy	+4,757	New	+$258K	0.1%	148

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lake Street Private Wealth's TFC Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,591 shares — an estimated $243K sold.

Lake Street Private Wealth first reported a position in TFC in Q4 2019 and held it in 8 quarters. The position peaked at $643K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Lake Street Private Wealth reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Lake Street Private Wealth sold 5,591 Truist Financial shares in Q4 2022, an estimated $243K.
Lake Street Private Wealth first reported a position in Truist Financial in Q4 2019 and held it in 8 quarters.
Lake Street Private Wealth's Truist Financial position peaked at $643K in Q1 2022.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.