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NuWave Investment Management’s Truist Financial TFC Stock Holding History

NuWave Investment 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
2022
Q3 		$40K Buy
+922
New +$44.4K 0.05% 250
2022
Q1 		– Sell
-3,074
Closed -$180K – 378
2021
Q4 		$180K Buy
+3,074
New +$188K 0.2% 156
2021
Q3 		– Sell
-725
Closed -$40K – 417
2021
Q2 		$40K Sell
725
-3,844
-84% -$226K 0.04% 273
2021
Q1 		$266K Sell
4,569
-1,257
-22% -$68.9K 0.34% 110
2020
Q4 		$279K Buy
5,826
+5,516
+1,779% +$250K 0.37% 91
2020
Q3 		$12K Sell
310
-874
-74% -$32.9K 0.02% 323
2020
Q2 		$44K Buy
+1,184
New +$42.6K 0.06% 212
2020
Q1 		– Sell
-478
Closed -$26K – 391
2019
Q4 		$26K Sell
478
-913
-66% -$49.4K 0.03% 283
2019
Q3 		$71K Buy
1,391
+223
+19% +$11.1K 0.07% 222
2019
Q2 		$57K Buy
+1,168
New +$57.2K 0.06% 207
2019
Q1 		– Sell
-1,677
Closed -$73K – 425
2018
Q4 		$73K Sell
1,677
-9,052
-84% -$435K 0.12% 166
2018
Q3 		$521K Buy
10,729
+4,509
+72% +$231K 0.79% 37
2018
Q2 		$314K Buy
6,220
+3,052
+96% +$162K 0.41% 101
2018
Q1 		$163K Buy
3,168
+2,019
+176% +$109K 0.26% 128
2017
Q4 		$58K Buy
+1,149
New +$55.5K 0.07% 199
2014
Q3 		– Sell
-204
Closed -$8K – 346
2014
Q2 		$8K Sell
204
-2,017
-91% -$77.3K 0.02% 262
2014
Q1 		$89K Sell
2,221
-3,081
-58% -$118K 0.26% 132
2013
Q4 		$198K Buy
5,302
+4,850
+1,073% +$168K 0.18% 156
2013
Q3 		$15K Buy
452
+69
+18% +$2.41K 0.01% 233
2013
Q2 		$13K Buy
+383
New +$12.2K 0.01% 239

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NuWave Investment Management's TFC Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Truist Financial (TFC) in Q3 2022: 922 shares worth $40K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in TFC as recently as Q4 2021.

NuWave Investment Management first reported a position in TFC in Q2 2013 and has held it in 20 quarters since. The position peaked at $521K in Q3 2018. 1,424 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • NuWave Investment Management held 922 shares of Truist Financial worth $40K as of Q3 2022.
  • Truist Financial was a new NuWave Investment Management position in Q3 2022.
  • Truist Financial made up 0.05% of NuWave Investment Management's portfolio in Q3 2022, its #250 holding.
  • NuWave Investment Management first reported a position in Truist Financial in Q2 2013 and has held it in 20 quarters since.
  • NuWave Investment Management's Truist Financial position peaked at $521K in Q3 2018.
  • 1,424 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.