Moneywise Inc’s Truist Financial TFC Stock Holding History

Moneywise Inc’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
2022 Q2	–	Sell	-3,887	Closed	-$220K	–	57
2022 Q1	$220K	Buy	+3,887	New	+$240K	0.14%	49
2021 Q3	–	Sell	-3,831	Closed	-$213K	–	52
2021 Q2	$213K	Hold	3,831	–	–	0.15%	49
2021 Q1	$223K	Buy	+3,831	New	+$210K	0.15%	49
2019 Q4	–	Sell	-3,994	Closed	-$213K	–	42
2019 Q3	$213K	Sell	3,994 -135	-3%	-$6.69K	0.17%	38
2019 Q2	$203K	Hold	4,129	–	–	0.16%	41
2019 Q1	$215K	Buy	+4,129	New	+$201K	0.18%	36
2018 Q4	–	Sell	-4,129	Closed	-$200K	–	39
2018 Q3	$200K	Hold	4,129	–	–	0.17%	39
2018 Q2	$208K	Hold	4,129	–	–	0.18%	39
2018 Q1	$215K	Sell	4,129 -590	-13%	-$31.8K	0.18%	37
2017 Q4	$235K	Buy	+4,719	New	+$228K	0.18%	31

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Moneywise Inc's TFC Position: Q2 2022 in Review

Moneywise Inc sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,887 shares — an estimated $220K sold.

Moneywise Inc first reported a position in TFC in Q4 2017 and held it in 10 quarters. The position peaked at $235K in Q4 2017. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Moneywise Inc reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Moneywise Inc sold 3,887 Truist Financial shares in Q2 2022, an estimated $220K.
Moneywise Inc first reported a position in Truist Financial in Q4 2017 and held it in 10 quarters.
Moneywise Inc's Truist Financial position peaked at $235K in Q4 2017.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Moneywise Inc's 13F filing for Q2 2022, filed 2 Aug 2022.