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MidAtlantic Capital Management’s Truist Financial TFC Stock Holding History

MidAtlantic Capital 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
Q4 		– Sell
-745
Closed -$31.9K – 249
2024
Q3 		$31.9K Hold
745
– – 0.02% 151
2024
Q2 		$28.9K Sell
745
-53
-7% -$2K 0.02% 151
2024
Q1 		$34K Buy
798
+15
+2% +$549 0.03% 147
2023
Q4 		$28.9K Buy
+783
New +$24.6K 0.03% 148

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MidAtlantic Capital Management's TFC Position: Q4 2024 in Review

MidAtlantic Capital Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 745 shares — an estimated $31.9K sold.

MidAtlantic Capital Management first reported a position in TFC in Q4 2023 and held it in 4 quarters. The position peaked at $34K in Q1 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • MidAtlantic Capital Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • MidAtlantic Capital Management sold 745 Truist Financial shares in Q4 2024, an estimated $31.9K.
  • MidAtlantic Capital Management first reported a position in Truist Financial in Q4 2023 and held it in 4 quarters.
  • MidAtlantic Capital Management's Truist Financial position peaked at $34K in Q1 2024.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on MidAtlantic Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.