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Lindenwold Advisors’s Truist Financial TFC Stock Holding History

Lindenwold 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
2024
Q1 		– Sell
-13,072
Closed -$483K – 125
2023
Q4 		$483K Hold
13,072
– – 0.27% 68
2023
Q3 		$374K Hold
13,072
– – 0.23% 70
2023
Q2 		$397K Hold
13,072
– – 0.24% 71
2023
Q1 		$446K Sell
13,072
-160
-1% -$6.98K 0.28% 73
2022
Q4 		$569K Hold
13,232
– – 0.38% 64
2022
Q3 		$576K Sell
13,232
-3
-0% -$144 0.43% 63
2022
Q2 		$628K Hold
13,235
– – 0.45% 60
2022
Q1 		$750K Sell
13,235
-680
-5% -$42K 0.46% 58
2021
Q4 		$815K Buy
+13,915
New +$850K 0.48% 57

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindenwold Advisors's TFC Position: Q1 2024 in Review

Lindenwold Advisors sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 13,072 shares — an estimated $483K sold.

Lindenwold Advisors first reported a position in TFC in Q4 2021 and held it in 9 quarters. The position peaked at $815K in Q4 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Lindenwold Advisors reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 13,072 Truist Financial shares in Q1 2024, an estimated $483K.
  • Lindenwold Advisors first reported a position in Truist Financial in Q4 2021 and held it in 9 quarters.
  • Lindenwold Advisors's Truist Financial position peaked at $815K in Q4 2021.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Lindenwold Advisors's 13F filing for Q1 2024, filed 9 May 2024.