LWM Advisory Services’s Truist Financial TFC Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-1,536	Closed	-$43.9K	–	142
2023 Q3	$43.9K	Buy	+1,536	New	+$47.2K	0.05%	92
2022 Q4	–	Sell	-6,819	Closed	-$297K	–	120
2022 Q3	$297K	Buy	6,819 +1,206	+21%	+$58K	0.34%	83
2022 Q2	$266K	Buy	5,613 +721	+15%	+$35.6K	0.32%	89
2022 Q1	$277K	Buy	4,892 +1,221	+33%	+$75.4K	0.34%	87
2021 Q4	$215K	Buy	+3,671	New	+$224K	0.27%	104

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LWM Advisory Services's TFC Position: Q4 2023 in Review

LWM Advisory Services sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 1,536 shares — an estimated $43.9K sold.

LWM Advisory Services first reported a position in TFC in Q4 2021 and held it in 5 quarters. The position peaked at $297K in Q3 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

LWM Advisory Services reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,536 Truist Financial shares in Q4 2023, an estimated $43.9K.
LWM Advisory Services first reported a position in Truist Financial in Q4 2021 and held it in 5 quarters.
LWM Advisory Services's Truist Financial position peaked at $297K in Q3 2022.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.