Macroview Investment Management’s Truist Financial TFC Stock Holding History

Macroview Investment Management’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	-1,390	Closed	-$59.5K	–	495
2024 Q3	$59.5K	Hold	1,390	–	–	0.06%	125
2024 Q2	$54K	Hold	1,390	–	–	0.06%	125
2024 Q1	$54.2K	Hold	1,390	–	–	0.06%	133
2023 Q4	$51.3K	Sell	1,390 -16	-1%	-$502	0.06%	132
2023 Q3	$40.2K	Buy	1,406 +15	+1%	+$461	0.05%	121
2023 Q2	$42.2K	Hold	1,391	–	–	0.06%	93
2023 Q1	$47.4K	Hold	1,391	–	–	0.08%	89
2022 Q4	$59.8K	Hold	1,391	–	–	0.1%	85
2022 Q3	$61K	Hold	1,391	–	–	0.11%	78
2022 Q2	$66K	Hold	1,391	–	–	0.11%	84
2022 Q1	$79K	Hold	1,391	–	–	0.11%	76
2021 Q4	$81K	Hold	1,391	–	–	0.1%	76
2021 Q3	$82K	Hold	1,391	–	–	0.11%	73
2021 Q2	$77K	Hold	1,391	–	–	0.1%	75
2021 Q1	$81K	Hold	1,391	–	–	0.12%	67
2020 Q4	$67K	Hold	1,391	–	–	0.1%	69
2020 Q3	$53K	Hold	1,391	–	–	0.09%	71
2020 Q2	$52K	Sell	1,391 -62	-4%	-$2.23K	0.11%	71
2020 Q1	$45K	Buy	1,453 +62	+4%	+$2.93K	0.1%	69
2019 Q4	$78K	Hold	1,391	–	–	0.16%	59
2019 Q3	$74K	Hold	1,391	–	–	0.16%	61
2019 Q2	$68K	Hold	1,391	–	–	0.18%	65
2019 Q1	$65K	Hold	1,391	–	–	0.16%	69
2018 Q4	$60K	Hold	1,391	–	–	0.19%	68
2018 Q3	$68K	Hold	1,391	–	–	0.21%	63
2018 Q2	$70K	Hold	1,391	–	–	0.24%	51
2018 Q1	$72K	Buy	+1,391	New	+$74.9K	0.26%	48

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Macroview Investment Management's TFC Position: Q4 2024 in Review

Macroview Investment Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 1,390 shares — an estimated $59.5K sold.

Macroview Investment Management first reported a position in TFC in Q1 2018 and held it in 27 quarters. The position peaked at $82K in Q3 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Macroview Investment Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1,390 Truist Financial shares in Q4 2024, an estimated $59.5K.
Macroview Investment Management first reported a position in Truist Financial in Q1 2018 and held it in 27 quarters.
Macroview Investment Management's Truist Financial position peaked at $82K in Q3 2021.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.