Norris Perne & French’s Truist Financial TFC Stock Holding History

Norris Perne & French’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 Q4	–	Sell	-4,767	Closed	-$208K	–	142
2022 Q3	$208K	Hold	4,767	–	–	0.02%	124
2022 Q2	$226K	Buy	4,767 +199	+4%	+$9.81K	0.02%	126
2022 Q1	$259K	Sell	4,568 -100	-2%	-$6.18K	0.02%	134
2021 Q4	$273K	Buy	4,668 +368	+9%	+$22.5K	0.02%	123
2021 Q3	$252K	Hold	4,300	–	–	0.02%	123
2021 Q2	$239K	Sell	4,300 -357	-8%	-$21K	0.02%	127
2021 Q1	$272K	Buy	4,657 +357	+8%	+$19.6K	0.03%	112
2020 Q4	$206K	Buy	+4,300	New	+$195K	0.02%	155
2020 Q1	–	Sell	-4,358	Closed	-$245K	–	142
2019 Q4	$245K	Buy	4,358 +58	+1%	+$3.14K	0.03%	126
2019 Q3	$229K	Hold	4,300	–	–	0.03%	127
2019 Q2	$211K	Hold	4,300	–	–	0.03%	132
2019 Q1	$200K	Buy	+4,300	New	+$210K	0.03%	127
2018 Q4	–	Sell	-4,787	Closed	-$232K	–	133
2018 Q3	$232K	Buy	4,787 +122	+3%	+$6.26K	0.03%	130
2018 Q2	$235K	Buy	4,665 +365	+8%	+$19.4K	0.03%	127
2018 Q1	$224K	Sell	4,300 -83	-2%	-$4.47K	0.03%	136
2017 Q4	$218K	Buy	4,383 +13	+0.3%	+$628	0.03%	141
2017 Q3	$205K	Buy	+4,370	New	+$201K	0.03%	148

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Norris Perne & French's TFC Position: Q4 2022 in Review

Norris Perne & French sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 4,767 shares — an estimated $208K sold.

Norris Perne & French first reported a position in TFC in Q3 2017 and held it in 17 quarters. The position peaked at $273K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Norris Perne & French reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Norris Perne & French sold 4,767 Truist Financial shares in Q4 2022, an estimated $208K.
Norris Perne & French first reported a position in Truist Financial in Q3 2017 and held it in 17 quarters.
Norris Perne & French's Truist Financial position peaked at $273K in Q4 2021.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Norris Perne & French's 13F filing for Q4 2022, filed 24 Jan 2023.