NovaPoint Capital’s Truist Financial TFC Stock Holding History

NovaPoint Capital’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 Q2	–	Sell	-4,169	Closed	-$236K	–	139
2022 Q1	$236K	Buy	4,169 +1	+0%	+$62	0.09%	124
2021 Q4	$244K	Sell	4,168 -129	-3%	-$7.88K	0.09%	125
2021 Q3	$252K	Buy	4,297 +60	+1%	+$3.35K	0.1%	113
2021 Q2	$235K	Hold	4,237	–	–	0.1%	108
2021 Q1	$247K	Buy	4,237 +52	+1%	+$2.85K	0.12%	99
2020 Q4	$201K	Buy	+4,185	New	+$189K	0.1%	109
2020 Q1	–	Sell	-21,657	Closed	-$1.22M	–	109
2019 Q4	$1.22M	Buy	+21,657	New	+$1.17M	0.96%	50

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

NovaPoint Capital's TFC Position: Q2 2022 in Review

NovaPoint Capital sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 4,169 shares — an estimated $236K sold.

NovaPoint Capital first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $1.22M in Q4 2019. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

NovaPoint Capital reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
NovaPoint Capital sold 4,169 Truist Financial shares in Q2 2022, an estimated $236K.
NovaPoint Capital first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
NovaPoint Capital's Truist Financial position peaked at $1.22M in Q4 2019.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on NovaPoint Capital's 13F filing for Q2 2022, filed 4 Aug 2022.