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Marathon Capital Management’s Truist Financial TFC Stock Holding History

Marathon Capital 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
2023
Q2 		– Sell
-107,661
Closed -$3.67M – 165
2023
Q1 		$3.67M Buy
+107,661
New +$4.7M 0.9% 29

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marathon Capital Management's TFC Position: Q2 2023 in Review

Marathon Capital Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 107,661 shares — an estimated $3.67M sold.

Marathon Capital Management first reported a position in TFC in Q1 2023 and held it in 1 quarter. The position peaked at $3.67M in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Marathon Capital Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Marathon Capital Management sold 107,661 Truist Financial shares in Q2 2023, an estimated $3.67M.
  • Marathon Capital Management first reported a position in Truist Financial in Q1 2023 and held it in 1 quarter.
  • Marathon Capital Management's Truist Financial position peaked at $3.67M in Q1 2023.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Marathon Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.