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Liberty Wealth Management’s Truist Financial TFC Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-1,464
Closed -$89K – 1006
2021
Q3 		$89K Buy
1,464
+970
+196% +$54.2K 0.03% 312
2021
Q2 		$27K Buy
494
+188
+61% +$11K 0.01% 448
2021
Q1 		$14K Hold
306
– – 0.01% 533
2020
Q4 		$14K Buy
306
+220
+256% +$9.96K 0.01% 530
2020
Q3 		$3K Sell
86
-16
-16% -$603 ﹤0.01% 723
2020
Q2 		$4K Sell
102
-138
-58% -$4.97K ﹤0.01% 665
2020
Q1 		$7K Sell
240
-137
-36% -$6.48K 0.01% 527
2019
Q4 		$21K Buy
377
+88
+30% +$4.76K 0.02% 408
2019
Q3 		$15K Buy
289
+231
+398% +$11.4K 0.01% 443
2019
Q2 		$3K Sell
58
-22
-28% -$1.08K ﹤0.01% 731
2019
Q1 		$3K Hold
80
– – ﹤0.01% 606
2018
Q4 		$3K Buy
+80
New +$3.84K ﹤0.01% 646

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

Liberty Wealth Management's TFC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 1,464 shares — an estimated $89K sold.

Liberty Wealth Management first reported a position in TFC in Q4 2018 and held it in 12 quarters. The position peaked at $89K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,464 Truist Financial shares in Q4 2021, an estimated $89K.
  • Liberty Wealth Management first reported a position in Truist Financial in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Truist Financial position peaked at $89K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.