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Oliver Lagore Vanvalin Investment Group’s Truist Financial TFC Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q4 		– Sell
-9
Closed – – 762
2022
Q3 		$0 Hold
9
– – ﹤0.01% 731
2022
Q2 		$0 Buy
+9
New +$444 ﹤0.01% 701

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TFC Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 9 shares.

Oliver Lagore Vanvalin Investment Group first reported a position in TFC in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 9 Truist Financial shares in Q4 2022.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Truist Financial in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Truist Financial position peaked at $0 in Q3 2022.
  • 1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.