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Life Planning Partners’s Truist Financial TFC Stock Holding History

Life Planning Partners’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
Q3 		$15.5K Hold
357
– – 0.02% 125
2022
Q2 		$17K Hold
357
– – 0.02% 125
2022
Q1 		$20K Hold
357
– – 0.02% 118
2021
Q4 		$21K Buy
+357
New +$21.8K 0.02% 112

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Life Planning Partners's TFC Position: Q3 2022 in Review

Life Planning Partners held its Truist Financial (TFC) position steady in Q3 2022 at 357 shares worth $15.5K. The position accounts for 0.02% of the portfolio, ranked #125.

Life Planning Partners first reported a position in TFC in Q4 2021 and has held it in 4 quarters since. The position peaked at $21K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Life Planning Partners held 357 shares of Truist Financial worth $15.5K as of Q3 2022.
  • Life Planning Partners left its Truist Financial share count unchanged in Q3 2022.
  • Truist Financial made up 0.02% of Life Planning Partners's portfolio in Q3 2022, its #125 holding.
  • Life Planning Partners first reported a position in Truist Financial in Q4 2021 and has held it in 4 quarters since.
  • Life Planning Partners's Truist Financial position peaked at $21K in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.