Meristem Family Wealth’s Truist Financial TFC Stock Holding History

Meristem Family Wealth’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 Q1	$368K	Sell	6,486 -2,110	-25%	-$130K	0.04%	236
2021 Q4	$503K	Sell	8,596 -2,300	-21%	-$141K	0.04%	225
2021 Q3	$565K	Buy	10,896 +2,269	+26%	+$127K	0.05%	204
2021 Q2	$359K	Buy	8,627 +2,536	+42%	+$149K	0.06%	220
2021 Q1	$221K	Buy	6,091 +20	+0.3%	+$1.1K	0.04%	216
2020 Q4	$207K	Sell	6,071 -982	-14%	-$44.5K	0.04%	215
2020 Q3	$218K	Buy	+7,053	New	+$266K	0.06%	175
2020 Q1	–	Sell	-4,310	Closed	-$243K	–	209
2019 Q4	$243K	Buy	+4,310	New	+$233K	0.06%	166

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Meristem Family Wealth's TFC Position: Q1 2022 in Review

Meristem Family Wealth reduced its Truist Financial (TFC) stake by 25% in Q1 2022, selling an estimated $130K and leaving 6,486 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #236.

Meristem Family Wealth first reported a position in TFC in Q4 2019 and has held it in 8 quarters since. The position peaked at $565K in Q3 2021. 1,508 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Meristem Family Wealth held 6,486 shares of Truist Financial worth $368K as of Q1 2022.
Meristem Family Wealth sold 2,110 Truist Financial shares in Q1 2022, an estimated $130K.
Truist Financial made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #236 holding.
Meristem Family Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 8 quarters since.
Meristem Family Wealth's Truist Financial position peaked at $565K in Q3 2021.
1,508 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.