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Marks Group Wealth Management’s Truist Financial TFC Stock Holding History

Marks Group 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
2023
Q3 		– Sell
-37,275
Closed -$1.13M – 284
2023
Q2 		$1.13M Buy
37,275
+10,206
+38% +$317K 0.13% 154
2023
Q1 		$923K Buy
27,069
+5,246
+24% +$229K 0.12% 168
2022
Q4 		$939K Buy
21,823
+2,714
+14% +$119K 0.13% 163
2022
Q3 		$832K Buy
19,109
+2,777
+17% +$134K 0.13% 170
2022
Q2 		$775K Buy
16,332
+3,580
+28% +$177K 0.11% 183
2022
Q1 		$723K Buy
12,752
+2,573
+25% +$159K 0.09% 197
2021
Q4 		$594K Buy
10,179
+1,861
+22% +$114K 0.07% 218
2021
Q3 		$485K Sell
8,318
-3,083
-27% -$172K 0.07% 205
2021
Q2 		$636K Buy
11,401
+151
+1% +$8.87K 0.09% 165
2021
Q1 		$654K Buy
11,250
+361
+3% +$19.8K 0.1% 162
2020
Q4 		$522K Sell
10,889
-42
-0.4% -$1.9K 0.08% 172
2020
Q3 		$416K Buy
10,931
+315
+3% +$11.9K 0.08% 180
2020
Q2 		$396K Buy
10,616
+1,840
+21% +$66.3K 0.08% 175
2020
Q1 		$267K Buy
8,776
+668
+8% +$31.6K 0.07% 186
2019
Q4 		$457K Buy
+8,108
New +$439K 0.09% 180

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Group Wealth Management's TFC Position: Q3 2023 in Review

Marks Group Wealth Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 37,275 shares — an estimated $1.13M sold.

Marks Group Wealth Management first reported a position in TFC in Q4 2019 and held it in 15 quarters. The position peaked at $1.13M in Q2 2023. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Marks Group Wealth Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 37,275 Truist Financial shares in Q3 2023, an estimated $1.13M.
  • Marks Group Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 15 quarters.
  • Marks Group Wealth Management's Truist Financial position peaked at $1.13M in Q2 2023.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.