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Paces Ferry Wealth Advisors’s Truist Financial TFC Stock Holding History

Paces Ferry 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
-6,450
Closed -$220K – 113
2023
Q1 		$220K Sell
6,450
-458
-7% -$20K 0.18% 104
2022
Q4 		$297K Buy
6,908
+362
+6% +$15.9K 0.29% 79
2022
Q3 		$285K Sell
6,546
-13
-0.2% -$625 0.31% 75
2022
Q2 		$311K Buy
6,559
+165
+3% +$8.14K 0.31% 73
2022
Q1 		$363K Buy
6,394
+52
+0.8% +$3.21K 0.29% 74
2021
Q4 		$371K Sell
6,342
-1,164
-16% -$71.1K 0.27% 76
2021
Q3 		$440K Buy
7,506
+183
+2% +$10.2K 0.35% 67
2021
Q2 		$406K Buy
7,323
+28
+0.4% +$1.65K 0.31% 73
2021
Q1 		$425K Buy
7,295
+351
+5% +$19.2K 0.37% 65
2020
Q4 		$333K Buy
6,944
+1,970
+40% +$89.2K 0.3% 75
2020
Q3 		$189K Buy
+4,974
New +$187K 0.16% 108

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

Paces Ferry Wealth Advisors's TFC Position: Q2 2023 in Review

Paces Ferry Wealth Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 6,450 shares — an estimated $220K sold.

Paces Ferry Wealth Advisors first reported a position in TFC in Q3 2020 and held it in 11 quarters. The position peaked at $440K in Q3 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Paces Ferry Wealth Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 6,450 Truist Financial shares in Q2 2023, an estimated $220K.
  • Paces Ferry Wealth Advisors first reported a position in Truist Financial in Q3 2020 and held it in 11 quarters.
  • Paces Ferry Wealth Advisors's Truist Financial position peaked at $440K in Q3 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.