Oxford Financial Group’s Truist Financial TFC Stock Holding History

Oxford Financial 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 Q2	–	Sell	-5,641	Closed	-$220K	–	334
2024 Q1	$220K	Buy	5,641 +92	+2%	+$3.37K	0.02%	213
2023 Q4	$205K	Buy	+5,549	New	+$174K	0.02%	228
2023 Q1	–	Sell	-5,315	Closed	-$229K	–	279
2022 Q4	$229K	Buy	+5,315	New	+$233K	0.03%	179
2022 Q2	–	Sell	-8,501	Closed	-$482K	–	288
2022 Q1	$482K	Sell	8,501 -449	-5%	-$27.7K	0.06%	121
2021 Q4	$524K	Buy	8,950 +437	+5%	+$26.7K	0.06%	118
2021 Q3	$499K	Buy	8,513 +12	+0.1%	+$671	0.06%	111
2021 Q2	$472K	Buy	+8,501	New	+$499K	0.06%	115
2021 Q1	–	Sell	-6,341	Closed	-$304K	–	231
2020 Q4	$304K	Hold	6,341	–	–	0.04%	146
2020 Q3	$241K	Buy	+6,341	New	+$239K	0.04%	148

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Oxford Financial Group's TFC Position: Q2 2024 in Review

Oxford Financial Group sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 5,641 shares — an estimated $220K sold.

Oxford Financial Group first reported a position in TFC in Q3 2020 and held it in 9 quarters. The position peaked at $524K in Q4 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

Oxford Financial Group reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
Oxford Financial Group sold 5,641 Truist Financial shares in Q2 2024, an estimated $220K.
Oxford Financial Group first reported a position in Truist Financial in Q3 2020 and held it in 9 quarters.
Oxford Financial Group's Truist Financial position peaked at $524K in Q4 2021.
1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Oxford Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.