O'Dell Group’s Truist Financial TFC Stock Holding History

O'Dell Group’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
2024 Q1	–	Sell	-109	Closed	-$4.03K	–	432
2023 Q4	$4.03K	Buy	+109	New	+$3.42K	﹤0.01%	406
2023 Q3	–	Sell	-324	Closed	-$9.83K	–	437
2023 Q2	$9.83K	Buy	+324	New	+$10.1K	﹤0.01%	342
2022 Q4	–	Sell	-109	Closed	-$5K	–	365
2022 Q3	$5K	Hold	109	–	–	﹤0.01%	335
2022 Q2	$5K	Hold	109	–	–	﹤0.01%	346
2022 Q1	$6K	Sell	109 -134	-55%	-$8.28K	﹤0.01%	371
2021 Q4	$14K	Hold	243	–	–	﹤0.01%	274
2021 Q3	$14K	Buy	+243	New	+$13.6K	﹤0.01%	269

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

O'Dell Group's TFC Position: Q1 2024 in Review

O'Dell Group sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 109 shares — an estimated $4.03K sold.

O'Dell Group first reported a position in TFC in Q3 2021 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

O'Dell Group reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 109 Truist Financial shares in Q1 2024, an estimated $4.03K.
O'Dell Group first reported a position in Truist Financial in Q3 2021 and held it in 7 quarters.
O'Dell Group's Truist Financial position peaked at $14K in Q4 2021.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.