LM Advisors’s Truist Financial TFC Stock Holding History

LM 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	-1,249	Closed	-$46.1K	–	659
2023 Q4	$46.1K	Buy	+1,249	New	+$39.2K	0.01%	341

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LM Advisors's TFC Position: Q1 2024 in Review

LM Advisors sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 1,249 shares — an estimated $46.1K sold.

LM Advisors first reported a position in TFC in Q4 2023 and held it in 1 quarter. The position peaked at $46.1K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

LM Advisors reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,249 Truist Financial shares in Q1 2024, an estimated $46.1K.
LM Advisors first reported a position in Truist Financial in Q4 2023 and held it in 1 quarter.
LM Advisors's Truist Financial position peaked at $46.1K in Q4 2023.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.