MWM
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MinichMacGregor Wealth Management’s Truist Financial TFC Stock Holding History

MinichMacGregor Wealth 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
-40
Closed -$1.72K – 589
2022
Q4 		$1.72K Buy
+40
New +$1.75K ﹤0.01% 578

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

MinichMacGregor Wealth Management's TFC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 40 shares — an estimated $1.72K sold.

MinichMacGregor Wealth Management first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $1.72K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 40 Truist Financial shares in Q1 2023, an estimated $1.72K.
  • MinichMacGregor Wealth Management first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Truist Financial position peaked at $1.72K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.