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Lenox Wealth Advisors’s Truist Financial TFC Stock Holding History

Lenox 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
2022
Q1 		$4K Buy
70
+13
+23% +$803 ﹤0.01% 593
2021
Q4 		$3K Sell
57
-56
-50% -$3.42K ﹤0.01% 681
2021
Q3 		$7K Buy
113
+16
+16% +$894 ﹤0.01% 521
2021
Q2 		$5K Sell
97
-178
-65% -$10.5K ﹤0.01% 563
2021
Q1 		$16K Sell
275
-2,425
-90% -$133K ﹤0.01% 350
2020
Q4 		$129K Hold
2,700
– – 0.02% 108
2020
Q3 		$103K Sell
2,700
-335
-11% -$12.6K 0.02% 114
2020
Q2 		$114K Buy
3,035
+232
+8% +$8.36K 0.02% 96
2020
Q1 		$86K Sell
2,803
-27
-1% -$1.28K 0.02% 101
2019
Q4 		$159K Buy
2,830
+130
+5% +$7.04K 0.02% 96
2019
Q3 		$144K Hold
2,700
– – 0.02% 91
2019
Q2 		$133K Sell
2,700
-89
-3% -$4.36K 0.02% 99
2019
Q1 		$130K Buy
2,789
+89
+3% +$4.34K 0.02% 93
2018
Q4 		$117K Sell
2,700
-2,700
-50% -$130K 0.02% 94
2018
Q3 		$262K Buy
+5,400
New +$277K 0.05% 60

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lenox Wealth Advisors's TFC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Truist Financial (TFC) stake by 23% in Q1 2022, buying an estimated $803 and bringing the position to 70 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Lenox Wealth Advisors first reported a position in TFC in Q3 2018 and has held it in 15 quarters since. The position peaked at $262K in Q3 2018. 1,507 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Lenox Wealth Advisors held 70 shares of Truist Financial worth $4K as of Q1 2022.
  • Lenox Wealth Advisors bought 13 Truist Financial shares in Q1 2022, an estimated $803.
  • Truist Financial made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #593 holding.
  • Lenox Wealth Advisors first reported a position in Truist Financial in Q3 2018 and has held it in 15 quarters since.
  • Lenox Wealth Advisors's Truist Financial position peaked at $262K in Q3 2018.
  • 1,507 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.