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Lee Financial’s Truist Financial TFC Stock Holding History

Lee Financial’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
Q1 		– Sell
-223
Closed -$8.23K – 744
2023
Q4 		$8.23K Buy
223
+143
+179% +$4.49K ﹤0.01% 467
2023
Q3 		$2.29K Hold
80
– – ﹤0.01% 654
2023
Q2 		$2.43K Hold
80
– – ﹤0.01% 624
2023
Q1 		$2.73K Buy
80
+58
+264% +$2.53K ﹤0.01% 615
2022
Q4 		$947 Sell
22
-152
-87% -$6.67K ﹤0.01% 774
2022
Q3 		$8K Buy
174
+4
+2% +$192 ﹤0.01% 481
2022
Q2 		$8K Sell
170
-7
-4% -$345 ﹤0.01% 493
2022
Q1 		$10K Buy
177
+26
+17% +$1.61K ﹤0.01% 440
2021
Q4 		$9K Sell
151
-3
-2% -$183 ﹤0.01% 524
2021
Q3 		$9K Buy
154
+122
+381% +$6.82K ﹤0.01% 442
2021
Q2 		$2K Buy
+32
New +$1.88K ﹤0.01% 619
2020
Q3 		– Sell
-74
Closed -$3K – 569
2020
Q2 		$3K Sell
74
-165
-69% -$5.94K ﹤0.01% 473
2020
Q1 		$7K Hold
239
– – ﹤0.01% 350
2019
Q4 		$13K Buy
239
+165
+223% +$8.93K ﹤0.01% 312
2019
Q3 		$4K Hold
74
– – ﹤0.01% 441
2019
Q2 		$4K Hold
74
– – ﹤0.01% 447
2019
Q1 		$3K Buy
+74
New +$3.61K ﹤0.01% 458

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lee Financial's TFC Position: Q1 2024 in Review

Lee Financial sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 223 shares — an estimated $8.23K sold.

Lee Financial first reported a position in TFC in Q1 2019 and held it in 17 quarters. The position peaked at $13K in Q4 2019. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Lee Financial reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 223 Truist Financial shares in Q1 2024, an estimated $8.23K.
  • Lee Financial first reported a position in Truist Financial in Q1 2019 and held it in 17 quarters.
  • Lee Financial's Truist Financial position peaked at $13K in Q4 2019.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.