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Liberty Capital Management’s Truist Financial TFC Stock Holding History

Liberty Capital Management’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
-4,036
Closed -$229K – 139
2022
Q1 		$229K Hold
4,036
– – 0.07% 129
2021
Q4 		$236K Buy
+4,036
New +$247K 0.06% 126
2018
Q1 		– Sell
-3,000
Closed -$159K – 226
2017
Q4 		$159K Hold
3,000
– – 0.08% 128
2017
Q3 		$143K Hold
3,000
– – 0.08% 135
2017
Q2 		$136K Buy
+3,000
New +$130K 0.08% 129

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Liberty Capital Management's TFC Position: Q2 2022 in Review

Liberty Capital Management sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 4,036 shares — an estimated $229K sold.

Liberty Capital Management first reported a position in TFC in Q2 2017 and held it in 5 quarters. The position peaked at $236K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Liberty Capital Management reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Liberty Capital Management sold 4,036 Truist Financial shares in Q2 2022, an estimated $229K.
  • Liberty Capital Management first reported a position in Truist Financial in Q2 2017 and held it in 5 quarters.
  • Liberty Capital Management's Truist Financial position peaked at $236K in Q4 2021.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Liberty Capital Management's 13F filing for Q2 2022, filed 25 Jul 2022.