Mission Creek Capital Partners’s Truist Financial TFC Stock Holding History

Mission Creek Capital Partners’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 Q1	–	Sell	-8,019	Closed	-$296K	–	248
2023 Q4	$296K	Sell	8,019 -1,623	-17%	-$51K	0.08%	193
2023 Q3	$276K	Sell	9,642 -198	-2%	-$6.09K	0.09%	187
2023 Q2	$299K	Sell	9,840 -2,665	-21%	-$82.8K	0.1%	191
2023 Q1	$426K	Sell	12,505 -7,738	-38%	-$338K	0.15%	161
2022 Q4	$871K	Sell	20,243 -986	-5%	-$43.3K	0.31%	102
2022 Q3	$924K	Sell	21,229 -300	-1%	-$14.4K	0.35%	95
2022 Q2	$1.02M	Sell	21,529 -481	-2%	-$23.7K	0.34%	98
2022 Q1	$1.25M	Sell	22,010 -1,048	-5%	-$64.7K	0.33%	98
2021 Q4	$1.35M	Sell	23,058 -356	-2%	-$21.8K	0.27%	105
2021 Q3	$1.38M	Sell	23,414 -520	-2%	-$29.1K	0.26%	97
2021 Q2	$1.33M	Sell	23,934 -638	-3%	-$37.5K	0.21%	96
2021 Q1	$1.43M	Sell	24,572 -358	-1%	-$19.6K	0.21%	80
2020 Q4	$1.2M	Sell	24,930 -368	-1%	-$16.7K	0.37%	83
2020 Q3	$963K	Sell	25,298 -803	-3%	-$30.3K	0.38%	82
2020 Q2	$980K	Sell	26,101 -160	-0.6%	-$5.76K	0.51%	52
2020 Q1	$810K	Sell	26,261 -793	-3%	-$37.5K	0.44%	55
2019 Q4	$1.52M	Buy	+27,054	New	+$1.46M	0.7%	40

Other funds holding TFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mission Creek Capital Partners's TFC Position: Q1 2024 in Review

Mission Creek Capital Partners sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 8,019 shares — an estimated $296K sold.

Mission Creek Capital Partners first reported a position in TFC in Q4 2019 and held it in 17 quarters. The position peaked at $1.52M in Q4 2019. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

Mission Creek Capital Partners reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
Mission Creek Capital Partners sold 8,019 Truist Financial shares in Q1 2024, an estimated $296K.
Mission Creek Capital Partners first reported a position in Truist Financial in Q4 2019 and held it in 17 quarters.
Mission Creek Capital Partners's Truist Financial position peaked at $1.52M in Q4 2019.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Mission Creek Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.