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Money Concepts Capital’s Truist Financial TFC Stock Holding History

Money Concepts Capital’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
-6,800
Closed -$293K – 2645
2022
Q4 		$293K Buy
6,800
+6,302
+1,265% +$276K 0.01% 566
2022
Q3 		$22K Buy
498
+249
+100% +$12K ﹤0.01% 897
2022
Q2 		$12K Sell
249
-1,537
-86% -$75.8K ﹤0.01% 999
2022
Q1 		$101K Buy
+1,786
New +$110K 0.01% 985

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

Money Concepts Capital's TFC Position: Q1 2023 in Review

Money Concepts Capital sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 6,800 shares — an estimated $293K sold.

Money Concepts Capital first reported a position in TFC in Q1 2022 and held it in 4 quarters. The position peaked at $293K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Money Concepts Capital reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,800 Truist Financial shares in Q1 2023, an estimated $293K.
  • Money Concepts Capital first reported a position in Truist Financial in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Truist Financial position peaked at $293K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.