MAS Advisors’s Truist Financial TFC Stock Holding History

MAS Advisors’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	-19,971	Closed	-$681K	–	77
2023 Q1	$681K	Sell	19,971 -207	-1%	-$9.04K	0.67%	39
2022 Q4	$868K	Hold	20,178	–	–	0.82%	38
2022 Q3	$879K	Hold	20,178	–	–	0.59%	44
2022 Q2	$957K	Sell	20,178 -88	-0.4%	-$4.34K	0.87%	35
2022 Q1	$1.19M	Hold	20,266	–	–	0.91%	37
2021 Q4	$1.19M	Buy	+20,266	New	+$1.24M	0.87%	37

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAS Advisors's TFC Position: Q2 2023 in Review

MAS Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 19,971 shares — an estimated $681K sold.

MAS Advisors first reported a position in TFC in Q4 2021 and held it in 6 quarters. The position peaked at $1.19M in Q1 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

MAS Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
MAS Advisors sold 19,971 Truist Financial shares in Q2 2023, an estimated $681K.
MAS Advisors first reported a position in Truist Financial in Q4 2021 and held it in 6 quarters.
MAS Advisors's Truist Financial position peaked at $1.19M in Q1 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on MAS Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.