Mark Sheptoff Financial Planning’s Truist Financial TFC Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	–	Sell	-67	Closed	-$4K	–	429
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	357
2021 Q4	$4K	Buy	+67	New	+$4.09K	﹤0.01%	382
2019 Q3	–	Sell	-93	Closed	-$5K	–	388
2019 Q2	$5K	Hold	93	–	–	﹤0.01%	295
2019 Q1	$4K	Hold	93	–	–	﹤0.01%	306
2018 Q4	$4K	Hold	93	–	–	﹤0.01%	289
2018 Q3	$5K	Hold	93	–	–	﹤0.01%	324
2018 Q2	$5K	Hold	93	–	–	﹤0.01%	321
2018 Q1	$5K	Hold	93	–	–	﹤0.01%	331
2017 Q4	$5K	Hold	93	–	–	﹤0.01%	324
2017 Q3	$4K	Hold	93	–	–	﹤0.01%	329
2017 Q2	$4K	Sell	93 -1	-1%	-$43	﹤0.01%	318
2017 Q1	$4K	Buy	94 +1	+1%	+$47	﹤0.01%	319
2016 Q4	$4K	Hold	93	–	–	﹤0.01%	307
2016 Q3	$4K	Hold	93	–	–	﹤0.01%	309
2016 Q2	$3K	Buy	+93	New	+$3.25K	﹤0.01%	311
2015 Q4	–	Sell	-80	Closed	-$3K	–	425
2015 Q3	$3K	Buy	+80	New	+$3.09K	﹤0.01%	323
2014 Q4	–	Sell	-6,275	Closed	-$233K	–	339
2014 Q3	$233K	Buy	6,275 +2,775	+79%	+$105K	0.21%	97
2014 Q2	$138K	Hold	3,500	–	–	0.12%	123
2014 Q1	$141K	Buy	+3,500	New	+$134K	0.12%	117

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mark Sheptoff Financial Planning's TFC Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 67 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in TFC in Q1 2014 and held it in 19 quarters. The position peaked at $233K in Q3 2014. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Mark Sheptoff Financial Planning reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 67 Truist Financial shares in Q2 2022, an estimated $4K.
Mark Sheptoff Financial Planning first reported a position in Truist Financial in Q1 2014 and held it in 19 quarters.
Mark Sheptoff Financial Planning's Truist Financial position peaked at $233K in Q3 2014.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.