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McGlone Suttner Wealth Management’s Truist Financial TFC Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-2,212
Closed -$81.7K – 701
2023
Q4 		$81.7K Buy
+2,212
New +$69.4K 0.02% 229

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McGlone Suttner Wealth Management's TFC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 2,212 shares — an estimated $81.7K sold.

McGlone Suttner Wealth Management first reported a position in TFC in Q4 2023 and held it in 1 quarter. The position peaked at $81.7K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,212 Truist Financial shares in Q1 2024, an estimated $81.7K.
  • McGlone Suttner Wealth Management first reported a position in Truist Financial in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Truist Financial position peaked at $81.7K in Q4 2023.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.