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Pacific Capital Wealth Advisors’s Truist Financial TFC Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-7
Closed -$272 – 591
2024
Q2 		$272 Buy
+7
New +$264 ﹤0.01% 488

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's TFC Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 7 shares — an estimated $272 sold.

Pacific Capital Wealth Advisors first reported a position in TFC in Q2 2024 and held it in 1 quarter. The position peaked at $272 in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 Truist Financial shares in Q3 2024, an estimated $272.
  • Pacific Capital Wealth Advisors first reported a position in Truist Financial in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Truist Financial position peaked at $272 in Q2 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.