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Lantern Wealth Advisors’s Truist Financial TFC Stock Holding History

Lantern Wealth 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
2024
Q4 		$237K Buy
5,473
+412
+8% +$18.4K 0.15% 122
2024
Q3 		$216K Sell
5,061
-750
-13% -$31.7K 0.15% 119
2024
Q2 		$226K Buy
+5,811
New +$220K 0.16% 117

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lantern Wealth Advisors's TFC Position: Q4 2024 in Review

Lantern Wealth Advisors increased its Truist Financial (TFC) stake by 8.1% in Q4 2024, buying an estimated $18.4K and bringing the position to 5,473 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #122.

Lantern Wealth Advisors first reported a position in TFC in Q2 2024 and has held it in 3 quarters since. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Lantern Wealth Advisors held 5,473 shares of Truist Financial worth $237K as of Q4 2024.
  • Lantern Wealth Advisors bought 412 Truist Financial shares in Q4 2024, an estimated $18.4K.
  • Truist Financial made up 0.15% of Lantern Wealth Advisors's portfolio in Q4 2024, its #122 holding.
  • Lantern Wealth Advisors first reported a position in Truist Financial in Q2 2024 and has held it in 3 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.