Northern Financial Advisors’s Truist Financial TFC Stock Holding History

Northern Financial Advisors’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 Q4	–	Sell	-7,059	Closed	-$202K	–	122
2023 Q3	$202K	Sell	7,059 -28	-0.4%	-$861	0.18%	112
2023 Q2	$215K	Sell	7,087 -1,808	-20%	-$56.2K	0.19%	109
2023 Q1	$303K	Sell	8,895 -613	-6%	-$26.8K	0.29%	89
2022 Q4	$409K	Buy	+9,508	New	+$417K	0.46%	64

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Northern Financial Advisors's TFC Position: Q4 2023 in Review

Northern Financial Advisors sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 7,059 shares — an estimated $202K sold.

Northern Financial Advisors first reported a position in TFC in Q4 2022 and held it in 4 quarters. The position peaked at $409K in Q4 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Northern Financial Advisors reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Northern Financial Advisors sold 7,059 Truist Financial shares in Q4 2023, an estimated $202K.
Northern Financial Advisors first reported a position in Truist Financial in Q4 2022 and held it in 4 quarters.
Northern Financial Advisors's Truist Financial position peaked at $409K in Q4 2022.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Northern Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.