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Mine & Arao Wealth Creation & Management’s Truist Financial TFC Stock Holding History

Mine & Arao Wealth Creation & 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
2023
Q1 		– Sell
-201
Closed -$8.65K – 335
2022
Q4 		$8.65K Hold
201
– – 0.01% 228
2022
Q3 		$9K Buy
+201
New +$9.67K 0.01% 235

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's TFC Position: Q1 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 201 shares — an estimated $8.65K sold.

Mine & Arao Wealth Creation & Management first reported a position in TFC in Q3 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 201 Truist Financial shares in Q1 2023, an estimated $8.65K.
  • Mine & Arao Wealth Creation & Management first reported a position in Truist Financial in Q3 2022 and held it in 2 quarters.
  • Mine & Arao Wealth Creation & Management's Truist Financial position peaked at $9K in Q3 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2023, filed 10 May 2023.