Legacy Wealth Management (Mississippi)’s Truist Financial TFC Stock Holding History

Legacy Wealth Management (Mississippi)’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 Q2	–	Sell	-13,065	Closed	-$741K	–	98
2022 Q1	$741K	Buy	13,065 +93	+0.7%	+$5.74K	0.39%	60
2021 Q4	$760K	Buy	12,972 +67	+0.5%	+$4.09K	0.39%	61
2021 Q3	$757K	Hold	12,905	–	–	0.4%	61
2021 Q2	$716K	Sell	12,905 -395	-3%	-$23.2K	0.4%	58
2021 Q1	$776K	Hold	13,300	–	–	0.47%	55
2020 Q4	$637K	Sell	13,300 -1,130	-8%	-$51.2K	0.4%	58
2020 Q3	$549K	Sell	14,430 -14,497	-50%	-$546K	0.38%	64
2020 Q2	$1.09M	Buy	28,927 +950	+3%	+$34.2K	0.83%	41
2020 Q1	$863K	Buy	27,977 +16,530	+144%	+$782K	0.8%	43
2019 Q4	$645K	Buy	+11,447	New	+$620K	0.56%	53

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s TFC Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 13,065 shares — an estimated $741K sold.

Legacy Wealth Management (Mississippi) first reported a position in TFC in Q4 2019 and held it in 10 quarters. The position peaked at $1.09M in Q2 2020. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Legacy Wealth Management (Mississippi) reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 13,065 Truist Financial shares in Q2 2022, an estimated $741K.
Legacy Wealth Management (Mississippi) first reported a position in Truist Financial in Q4 2019 and held it in 10 quarters.
Legacy Wealth Management (Mississippi)'s Truist Financial position peaked at $1.09M in Q2 2020.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.