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TFC icon

Mirova’s Truist Financial TFC Stock Holding History

Mirova’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
-21,672
Closed -$933K – 215
2022
Q4 		$933K Buy
21,672
+6,402
+42% +$281K 0.15% 93
2022
Q3 		$664K Sell
15,270
-914
-6% -$44K 0.11% 104
2022
Q2 		$767K Sell
16,184
-4,412
-21% -$218K 0.11% 109
2022
Q1 		$1.17M Sell
20,596
-132
-0.6% -$8.15K 0.16% 82
2021
Q4 		$1.21M Buy
20,728
+2,348
+13% +$143K 0.15% 80
2021
Q3 		$1.08M Buy
18,380
+1,652
+10% +$92.3K 0.14% 84
2021
Q2 		$928K Buy
16,728
+585
+4% +$34.4K 0.11% 78
2021
Q1 		$941K Buy
16,143
+2,832
+21% +$155K 0.11% 74
2020
Q4 		$637K Buy
+13,311
New +$603K 0.08% 83

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

Mirova's TFC Position: Q1 2023 in Review

Mirova sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 21,672 shares — an estimated $933K sold.

Mirova first reported a position in TFC in Q4 2020 and held it in 9 quarters. The position peaked at $1.21M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Mirova reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Mirova sold 21,672 Truist Financial shares in Q1 2023, an estimated $933K.
  • Mirova first reported a position in Truist Financial in Q4 2020 and held it in 9 quarters.
  • Mirova's Truist Financial position peaked at $1.21M in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Mirova's 13F filing for Q1 2023, filed 12 May 2023.