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Marietta Wealth Management’s Truist Financial TFC Stock Holding History

Marietta Wealth 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
2022
Q1 		– Sell
-11,094
Closed -$650K – 114
2021
Q4 		$650K Hold
11,094
– – 0.13% 93
2021
Q3 		$651K Hold
11,094
– – 0.14% 92
2021
Q2 		$616K Hold
11,094
– – 0.14% 95
2021
Q1 		$647K Hold
11,094
– – 0.16% 93
2020
Q4 		$532K Hold
11,094
– – 0.15% 93
2020
Q3 		$422K Hold
11,094
– – 0.13% 89
2020
Q2 		$417K Sell
11,094
-74,877
-87% -$2.7M 0.14% 93
2020
Q1 		$2.65M Buy
85,971
+12,236
+17% +$579K 1.03% 43
2019
Q4 		$4.15M Buy
73,735
+2,864
+4% +$155K 1.37% 24
2019
Q3 		$3.78M Buy
70,871
+2,277
+3% +$113K 1.38% 23
2019
Q2 		$3.37M Buy
68,594
+1,932
+3% +$94.6K 1.31% 28
2019
Q1 		$3.1M Buy
66,662
+5,698
+9% +$278K 1.27% 29
2018
Q4 		$2.64M Buy
60,964
+3,038
+5% +$146K 1.26% 33
2018
Q3 		$2.81M Sell
57,926
-10,394
-15% -$533K 1.24% 28
2018
Q2 		$3.45M Buy
68,320
+2,475
+4% +$131K 1.68% 13
2018
Q1 		$3.43M Buy
65,845
+9,007
+16% +$485K 1.8% 12
2017
Q4 		$2.83M Sell
56,838
-859
-1% -$41.5K 1.53% 22
2017
Q3 		$2.71M Sell
57,697
-1,297
-2% -$59.6K 1.52% 19
2017
Q2 		$2.68M Buy
58,994
+2,299
+4% +$99.8K 1.63% 15
2017
Q1 		$2.53M Buy
56,695
+20,028
+55% +$936K 1.68% 13
2016
Q4 		$1.72M Buy
+36,667
New +$1.56M 1.38% 20

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Marietta Wealth Management's TFC Position: Q1 2022 in Review

Marietta Wealth Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 11,094 shares — an estimated $650K sold.

Marietta Wealth Management first reported a position in TFC in Q4 2016 and held it in 21 quarters. The position peaked at $4.15M in Q4 2019. 1,508 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Marietta Wealth Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Marietta Wealth Management sold 11,094 Truist Financial shares in Q1 2022, an estimated $650K.
  • Marietta Wealth Management first reported a position in Truist Financial in Q4 2016 and held it in 21 quarters.
  • Marietta Wealth Management's Truist Financial position peaked at $4.15M in Q4 2019.
  • 1,508 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Marietta Wealth Management's 13F filing for Q1 2022, filed 12 Apr 2022.