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Outlook Wealth Advisors’s Truist Financial TFC Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-12,922
Closed -$441K – 219
2023
Q1 		$441K Buy
12,922
+401
+3% +$17.5K 0.2% 125
2022
Q4 		$539K Buy
12,521
+130
+1% +$5.7K 0.26% 101
2022
Q3 		$539K Buy
12,391
+7
+0.1% +$337 0.24% 104
2022
Q2 		$587K Buy
12,384
+581
+5% +$28.7K 0.24% 112
2022
Q1 		$670K Sell
11,803
-80
-0.7% -$4.94K 0.22% 112
2021
Q4 		$696K Buy
11,883
+274
+2% +$16.7K 0.2% 111
2021
Q3 		$681K Buy
11,609
+146
+1% +$8.16K 0.22% 106
2021
Q2 		$636K Buy
11,463
+1,421
+14% +$83.5K 0.2% 126
2021
Q1 		$586K Buy
10,042
+379
+4% +$20.8K 0.2% 126
2020
Q4 		$463K Buy
9,663
+468
+5% +$21.2K 0.17% 136
2020
Q3 		$350K Buy
9,195
+736
+9% +$27.7K 0.14% 142
2020
Q2 		$318K Buy
8,459
+539
+7% +$19.4K 0.13% 140
2020
Q1 		$244K Buy
7,920
+460
+6% +$21.8K 0.14% 136
2019
Q4 		$420K Buy
7,460
+305
+4% +$16.5K 0.24% 84
2019
Q3 		$382K Buy
7,155
+185
+3% +$9.17K 0.23% 105
2019
Q2 		$342K Buy
+6,970
New +$341K 0.23% 113

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Outlook Wealth Advisors's TFC Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 12,922 shares — an estimated $441K sold.

Outlook Wealth Advisors first reported a position in TFC in Q2 2019 and held it in 16 quarters. The position peaked at $696K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 12,922 Truist Financial shares in Q2 2023, an estimated $441K.
  • Outlook Wealth Advisors first reported a position in Truist Financial in Q2 2019 and held it in 16 quarters.
  • Outlook Wealth Advisors's Truist Financial position peaked at $696K in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.