Meridian Wealth Partners’s Truist Financial TFC Stock Holding History

Meridian Wealth 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 Q3	–	Sell	-4,471	Closed	-$212K	–	87
2022 Q2	$212K	Buy	4,471 +705	+19%	+$34.8K	0.05%	77
2022 Q1	$213K	Buy	+3,766	New	+$233K	0.04%	78
2021 Q2	–	Sell	-1,374	Closed	-$81K	–	1135
2021 Q1	$81K	Buy	1,374 +36	+3%	+$1.97K	0.02%	124
2020 Q4	$64K	Buy	1,338 +482	+56%	+$21.8K	0.03%	124
2020 Q3	$33K	Sell	856 -419	-33%	-$15.8K	0.02%	156
2020 Q2	$48K	Sell	1,275 -38	-3%	-$1.37K	0.03%	131
2020 Q1	$40K	Sell	1,313 -4	-0.3%	-$189	0.02%	135
2019 Q4	$74K	Buy	+1,317	New	+$71.3K	0.05%	111

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meridian Wealth Partners's TFC Position: Q3 2022 in Review

Meridian Wealth Partners sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,471 shares — an estimated $212K sold.

Meridian Wealth Partners first reported a position in TFC in Q4 2019 and held it in 8 quarters. The position peaked at $213K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Meridian Wealth Partners reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Partners sold 4,471 Truist Financial shares in Q3 2022, an estimated $212K.
Meridian Wealth Partners first reported a position in Truist Financial in Q4 2019 and held it in 8 quarters.
Meridian Wealth Partners's Truist Financial position peaked at $213K in Q1 2022.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Meridian Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.