Oak Family Advisors’s Truist Financial TFC Stock Holding History

Oak Family 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 Q3	–	Sell	-156,716	Closed	-$4.76M	–	116
2023 Q2	$4.76M	Buy	+156,716	New	+$4.87M	2.25%	18

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Family Advisors's TFC Position: Q3 2023 in Review

Oak Family Advisors sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 156,716 shares — an estimated $4.76M sold.

Oak Family Advisors first reported a position in TFC in Q2 2023 and held it in 1 quarter. The position peaked at $4.76M in Q2 2023. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Oak Family Advisors reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Oak Family Advisors sold 156,716 Truist Financial shares in Q3 2023, an estimated $4.76M.
Oak Family Advisors first reported a position in Truist Financial in Q2 2023 and held it in 1 quarter.
Oak Family Advisors's Truist Financial position peaked at $4.76M in Q2 2023.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Oak Family Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.