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M Holdings Securities’s Truist Financial TFC Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-9,155
Closed -$356K – 279
2024
Q2 		$356K Buy
+9,155
New +$346K 0.05% 213
2022
Q3 		– Sell
-4,618
Closed -$219K – 457
2022
Q2 		$219K Buy
4,618
+5
+0.1% +$247 0.02% 395
2022
Q1 		$262K Buy
+4,613
New +$285K 0.02% 424
2021
Q2 		– Sell
-3,682
Closed -$215K – 448
2021
Q1 		$215K Buy
+3,682
New +$202K 0.02% 457
2020
Q2 		– Sell
-12,511
Closed -$386K – 231
2020
Q1 		$386K Buy
+12,511
New +$592K 0.06% 206
2014
Q4 		– Sell
-10,309
Closed -$912K – 410
2014
Q3 		$912K Buy
+10,309
New +$389K 0.51% 46

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

M Holdings Securities's TFC Position: Q3 2024 in Review

M Holdings Securities sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 9,155 shares — an estimated $356K sold.

M Holdings Securities first reported a position in TFC in Q3 2014 and held it in 6 quarters. The position peaked at $912K in Q3 2014. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • M Holdings Securities reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 9,155 Truist Financial shares in Q3 2024, an estimated $356K.
  • M Holdings Securities first reported a position in Truist Financial in Q3 2014 and held it in 6 quarters.
  • M Holdings Securities's Truist Financial position peaked at $912K in Q3 2014.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.