Meadow Creek Wealth Advisors’s Truist Financial TFC Stock Holding History

Meadow Creek Wealth 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
2024 Q2	–	Sell	-17,327	Closed	-$675K	–	136
2024 Q1	$675K	Sell	17,327 -599	-3%	-$21.9K	0.47%	49
2023 Q4	$662K	Buy	+17,926	New	+$563K	0.64%	38
2022 Q3	$747K	Hold	17,151	–	–	0.99%	16
2022 Q2	$813K	Hold	17,151	–	–	1%	16
2022 Q1	$972K	Sell	17,151 -450	-3%	-$27.8K	1.06%	15
2021 Q4	$1.03M	Buy	+17,601	New	+$1.08M	0.97%	18
2019 Q4	$272K	Buy	+4,825	New	+$261K	0.38%	78

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

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

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

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

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

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

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

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

Meadow Creek Wealth Advisors's TFC Position: Q2 2024 in Review

Meadow Creek Wealth Advisors sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 17,327 shares — an estimated $675K sold.

Meadow Creek Wealth Advisors first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $1.03M in Q4 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Meadow Creek Wealth Advisors reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Meadow Creek Wealth Advisors sold 17,327 Truist Financial shares in Q2 2024, an estimated $675K.
Meadow Creek Wealth Advisors first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
Meadow Creek Wealth Advisors's Truist Financial position peaked at $1.03M in Q4 2021.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.