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Laurel Wealth Advisors (California)’s Truist Financial TFC Stock Holding History

Laurel Wealth Advisors (California)’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 		$946K Sell
21,992
-145
-0.7% -$6.36K 0.09% 222
2022
Q3 		$964K Buy
22,137
+869
+4% +$41.8K 0.1% 213
2022
Q2 		$1.01M Sell
21,268
-860
-4% -$42.4K 0.1% 218
2022
Q1 		$1.25M Buy
22,128
+75
+0.3% +$4.63K 0.1% 208
2021
Q4 		$1.29M Buy
+22,053
New +$1.35M 0.1% 207
2019
Q4 		– Sell
-9,820
Closed -$524K – 487
2019
Q3 		$524K Buy
9,820
+900
+10% +$44.6K 0.09% 236
2019
Q2 		$438K Buy
8,920
+12
+0.1% +$588 0.1% 233
2019
Q1 		$414K Buy
8,908
+1,552
+21% +$75.7K 0.1% 225
2018
Q4 		$318K Sell
7,356
-3,300
-31% -$158K 0.09% 243
2018
Q3 		$517K Buy
10,656
+346
+3% +$17.8K 0.13% 186
2018
Q2 		$520K Buy
10,310
+1,824
+21% +$96.9K 0.14% 168
2018
Q1 		$441K Buy
8,486
+2,200
+35% +$118K 0.14% 181
2017
Q4 		$312K Sell
6,286
-2,500
-28% -$121K 0.09% 242
2017
Q3 		$412K Buy
8,786
+754
+9% +$34.7K 0.14% 174
2017
Q2 		$364K Buy
+8,032
New +$349K 0.13% 186

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TFC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Truist Financial (TFC) stake by 0.66% in Q4 2022, selling an estimated $6.36K and leaving 21,992 shares worth $946K. The position accounts for 0.09% of the portfolio, ranked #222.

Laurel Wealth Advisors (California) first reported a position in TFC in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 21,992 shares of Truist Financial worth $946K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 145 Truist Financial shares in Q4 2022, an estimated $6.36K.
  • Truist Financial made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #222 holding.
  • Laurel Wealth Advisors (California) first reported a position in Truist Financial in Q2 2017 and has held it in 15 quarters since.
  • Laurel Wealth Advisors (California)'s Truist Financial position peaked at $1.29M in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.