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McDonald Partners’s Truist Financial TFC Stock Holding History

McDonald Partners’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
-3,894
Closed -$221K – 310
2022
Q1 		$221K Buy
3,894
+3,848
+8,365% +$238K 0.05% 286
2021
Q4 		$2.69K Buy
+46
New +$2.81K ﹤0.01% 306

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Bank of America
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Massachusetts Financial Services
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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McDonald Partners's TFC Position: Q2 2022 in Review

McDonald Partners sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,894 shares — an estimated $221K sold.

McDonald Partners first reported a position in TFC in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q1 2022. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • McDonald Partners reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • McDonald Partners sold 3,894 Truist Financial shares in Q2 2022, an estimated $221K.
  • McDonald Partners first reported a position in Truist Financial in Q4 2021 and held it in 2 quarters.
  • McDonald Partners's Truist Financial position peaked at $221K in Q1 2022.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on McDonald Partners's 13F filing for Q2 2022, filed 25 Jul 2022.