Lansing Street Advisors’s Truist Financial TFC Stock Holding History

Lansing Street 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
2023 Q1	–	Sell	-3,235	Closed	-$139K	–	364
2022 Q4	$139K	Sell	3,235 -1,628	-33%	-$71.4K	0.1%	101
2022 Q3	$212K	Buy	4,863 +1,082	+29%	+$52.1K	0.16%	77
2022 Q2	$179K	Sell	3,781 -3,019	-44%	-$149K	0.14%	79
2022 Q1	$366K	Buy	+6,800	New	+$420K	0.23%	59

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

Lansing Street Advisors's TFC Position: Q1 2023 in Review

Lansing Street Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 3,235 shares — an estimated $139K sold.

Lansing Street Advisors first reported a position in TFC in Q1 2022 and held it in 4 quarters. The position peaked at $366K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Lansing Street Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Lansing Street Advisors sold 3,235 Truist Financial shares in Q1 2023, an estimated $139K.
Lansing Street Advisors first reported a position in Truist Financial in Q1 2022 and held it in 4 quarters.
Lansing Street Advisors's Truist Financial position peaked at $366K in Q1 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Lansing Street Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.