Lumature Wealth Partners’s Truist Financial TFC Stock Holding History

Lumature Wealth 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
2023 Q2	$349K	Buy	11,487 +2	+0%	+$62	0.21%	91
2023 Q1	$392K	Buy	11,485 +1	+0%	+$44	0.22%	80
2022 Q4	$494K	Sell	11,484 -541	-4%	-$23.7K	0.28%	65
2022 Q3	$524K	Sell	12,025 -51	-0.4%	-$2.45K	0.28%	62
2022 Q2	$573K	Buy	12,076 +52	+0.4%	+$2.56K	0.26%	68
2022 Q1	$682K	Hold	12,024	–	–	0.27%	78
2021 Q4	$704K	Hold	12,024	–	–	0.27%	84
2021 Q3	$705K	Hold	12,024	–	–	0.29%	77
2021 Q2	$667K	Hold	12,024	–	–	0.28%	78
2021 Q1	$701K	Hold	12,024	–	–	0.37%	54
2020 Q4	$576K	Buy	+12,024	New	+$544K	0.55%	54

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lumature Wealth Partners's TFC Position: Q2 2023 in Review

Lumature Wealth Partners increased its Truist Financial (TFC) stake by 0.02% in Q2 2023, buying an estimated $62 and bringing the position to 11,487 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #91.

Lumature Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 11 quarters since. The position peaked at $705K in Q3 2021. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Lumature Wealth Partners held 11,487 shares of Truist Financial worth $349K as of Q2 2023.
Lumature Wealth Partners bought 2 Truist Financial shares in Q2 2023, an estimated $62.
Truist Financial made up 0.21% of Lumature Wealth Partners's portfolio in Q2 2023, its #91 holding.
Lumature Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Truist Financial position peaked at $705K in Q3 2021.
1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.