LFA
TFC icon

Landmark Financial Advisors’s Truist Financial TFC Stock Holding History

Landmark Financial Advisors’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
-3,537
Closed -$206K – 88
2021
Q3 		$206K Buy
+3,537
New +$198K 0.11% 65
2021
Q2 		– Sell
-3,537
Closed -$206K – 77
2021
Q1 		$206K Buy
+3,537
New +$194K 0.11% 66

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Landmark Financial Advisors's TFC Position: Q4 2021 in Review

Landmark Financial Advisors sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 3,537 shares — an estimated $206K sold.

Landmark Financial Advisors first reported a position in TFC in Q1 2021 and held it in 2 quarters. The position peaked at $206K in Q3 2021. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Landmark Financial Advisors reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Landmark Financial Advisors sold 3,537 Truist Financial shares in Q4 2021, an estimated $206K.
  • Landmark Financial Advisors first reported a position in Truist Financial in Q1 2021 and held it in 2 quarters.
  • Landmark Financial Advisors's Truist Financial position peaked at $206K in Q3 2021.
  • 1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Landmark Financial Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.