Olympiad Research’s Truist Financial TFC Stock Holding History

Olympiad Research’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	$450K	Sell	10,331 -61	-0.6%	-$2.94K	0.24%	98
2022 Q2	$493K	Buy	10,392 +564	+6%	+$27.8K	0.22%	114
2022 Q1	$557K	Sell	9,828 -2,452	-20%	-$151K	0.17%	133
2021 Q4	$719K	Buy	12,280 +4,005	+48%	+$245K	0.26%	103
2021 Q3	$485K	Buy	8,275 +1,762	+27%	+$98.5K	0.15%	140
2021 Q2	$361K	Sell	6,513 -139	-2%	-$8.17K	0.13%	162
2021 Q1	$388K	Buy	+6,652	New	+$365K	0.17%	128

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

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

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

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

Olympiad Research's TFC Position: Q3 2022 in Review

Olympiad Research reduced its Truist Financial (TFC) stake by 0.59% in Q3 2022, selling an estimated $2.94K and leaving 10,331 shares worth $450K. The position accounts for 0.24% of the portfolio, ranked #98.

Olympiad Research first reported a position in TFC in Q1 2021 and has held it in 7 quarters since. The position peaked at $719K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Olympiad Research held 10,331 shares of Truist Financial worth $450K as of Q3 2022.
Olympiad Research sold 61 Truist Financial shares in Q3 2022, an estimated $2.94K.
Truist Financial made up 0.24% of Olympiad Research's portfolio in Q3 2022, its #98 holding.
Olympiad Research first reported a position in Truist Financial in Q1 2021 and has held it in 7 quarters since.
Olympiad Research's Truist Financial position peaked at $719K in Q4 2021.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.