Northwest Investment Counselors’s Truist Financial TFC Stock Holding History

Northwest Investment Counselors’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	-180	Closed	-$7.75K	–	580
2022 Q4	$7.75K	Hold	180	–	–	﹤0.01%	423
2022 Q3	$8K	Hold	180	–	–	﹤0.01%	399
2022 Q2	$9K	Hold	180	–	–	﹤0.01%	377
2022 Q1	$10K	Hold	180	–	–	﹤0.01%	394
2021 Q4	$11K	Buy	+180	New	+$11K	﹤0.01%	354
2021 Q2	–	Sell	-180	Closed	-$10K	–	408
2021 Q1	$10K	Buy	+180	New	+$9.87K	﹤0.01%	368
2020 Q4	–	Sell	-180	Closed	-$7K	–	400
2020 Q3	$7K	Buy	+180	New	+$6.78K	﹤0.01%	361
2019 Q4	–	Sell	-756	Closed	-$40K	–	455
2019 Q3	$40K	Buy	+756	New	+$37.5K	0.01%	236
2017 Q4	–	Sell	-756	Closed	-$35K	–	290
2017 Q3	$35K	Hold	756	–	–	0.02%	202
2017 Q2	$34K	Buy	+756	New	+$32.8K	0.02%	187

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

Northwest Investment Counselors's TFC Position: Q1 2023 in Review

Northwest Investment Counselors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 180 shares — an estimated $7.75K sold.

Northwest Investment Counselors first reported a position in TFC in Q2 2017 and held it in 10 quarters. The position peaked at $40K in Q3 2019. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Northwest Investment Counselors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Northwest Investment Counselors sold 180 Truist Financial shares in Q1 2023, an estimated $7.75K.
Northwest Investment Counselors first reported a position in Truist Financial in Q2 2017 and held it in 10 quarters.
Northwest Investment Counselors's Truist Financial position peaked at $40K in Q3 2019.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Northwest Investment Counselors's 13F filing for Q1 2023, filed 17 Apr 2023.