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LMCG Investments’s Truist Financial TFC Stock Holding History

LMCG Investments’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
Q4 		– Sell
-5,528
Closed -$236K – 243
2024
Q3 		$236K Buy
5,528
+35
+0.6% +$1.48K 0.01% 212
2024
Q2 		$213K Hold
5,493
– – 0.01% 279
2024
Q1 		$214K Sell
5,493
-2
-0% -$73 0.01% 288
2023
Q4 		$203K Buy
+5,495
New +$173K 0.01% 296
2023
Q1 		– Sell
-7,014
Closed -$302K – 307
2022
Q4 		$302K Buy
7,014
+12
+0.2% +$526 0.02% 284
2022
Q3 		$305K Buy
7,002
+159
+2% +$7.65K 0.02% 295
2022
Q2 		$325K Sell
6,843
-449
-6% -$22.1K 0.02% 292
2022
Q1 		$413K Buy
+7,292
New +$450K 0.02% 289

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMCG Investments's TFC Position: Q4 2024 in Review

LMCG Investments sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 5,528 shares — an estimated $236K sold.

LMCG Investments first reported a position in TFC in Q1 2022 and held it in 8 quarters. The position peaked at $413K in Q1 2022. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • LMCG Investments reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • LMCG Investments sold 5,528 Truist Financial shares in Q4 2024, an estimated $236K.
  • LMCG Investments first reported a position in Truist Financial in Q1 2022 and held it in 8 quarters.
  • LMCG Investments's Truist Financial position peaked at $413K in Q1 2022.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on LMCG Investments's 13F filing for Q4 2024, filed 16 Jan 2025.