Northside Capital Management’s Truist Financial TFC Stock Holding History

Northside Capital 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
2023 Q1	–	Sell	-5,313	Closed	-$229K	–	116
2022 Q4	$229K	Buy	+5,313	New	+$233K	0.07%	86
2022 Q1	–	Sell	-3,485	Closed	-$204K	–	97
2021 Q4	$204K	Hold	3,485	–	–	0.05%	91
2021 Q3	$204K	Buy	+3,485	New	+$195K	0.06%	90
2021 Q2	–	Sell	-3,485	Closed	-$203K	–	97
2021 Q1	$203K	Buy	+3,485	New	+$191K	0.06%	87
2017 Q2	–	Sell	-23,465	Closed	-$1.05M	–	113
2017 Q1	$1.05M	Buy	+23,465	New	+$1.1M	0.29%	43

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northside Capital Management's TFC Position: Q1 2023 in Review

Northside Capital Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,313 shares — an estimated $229K sold.

Northside Capital Management first reported a position in TFC in Q1 2017 and held it in 5 quarters. The position peaked at $1.05M in Q1 2017. 1,396 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Northside Capital Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Northside Capital Management sold 5,313 Truist Financial shares in Q1 2023, an estimated $229K.
Northside Capital Management first reported a position in Truist Financial in Q1 2017 and held it in 5 quarters.
Northside Capital Management's Truist Financial position peaked at $1.05M in Q1 2017.
1,396 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Northside Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.