My Personal CFO LLC’s Truist Financial TFC Stock Holding History

My Personal CFO LLC’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	-220	Closed	-$9.47K	–	738
2022 Q4	$9.47K	Buy	+220	New	+$9.65K	0.01%	273

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

My Personal CFO LLC's TFC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 220 shares — an estimated $9.47K sold.

My Personal CFO LLC first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $9.47K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

My Personal CFO LLC reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 220 Truist Financial shares in Q1 2023, an estimated $9.47K.
My Personal CFO LLC first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Truist Financial position peaked at $9.47K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.