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Mystic Asset Management’s Truist Financial TFC Stock Holding History

Mystic Asset Management’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
Q1 		– Sell
-2,178
Closed -$127K – 376
2021
Q4 		$127K Buy
+2,178
New +$133K 0.06% 182

Other funds holding TFC

Vanguard Group
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mystic Asset Management's TFC Position: Q1 2022 in Review

Mystic Asset Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 2,178 shares — an estimated $127K sold.

Mystic Asset Management first reported a position in TFC in Q4 2021 and held it in 1 quarter. The position peaked at $127K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Mystic Asset Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Mystic Asset Management sold 2,178 Truist Financial shares in Q1 2022, an estimated $127K.
  • Mystic Asset Management first reported a position in Truist Financial in Q4 2021 and held it in 1 quarter.
  • Mystic Asset Management's Truist Financial position peaked at $127K in Q4 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.