Parisi Gray Wealth Management’s Truist Financial TFC Stock Holding History

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-618	Closed	-$34K	–	506
2021 Q2	$34K	Buy	+618	New	+$36.3K	0.01%	328
2020 Q3	–	Sell	-10,775	Closed	-$405K	–	120
2020 Q2	$405K	Buy	10,775 +1	+0%	+$36	0.23%	73
2020 Q1	$332K	Buy	10,774 +1	+0%	+$47	0.24%	77
2019 Q4	$607K	Buy	+10,773	New	+$583K	0.34%	62
2018 Q2	–	Sell	-11	Closed	-$1K	–	641
2018 Q1	$1K	Buy	+11	New	+$592	﹤0.01%	597

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parisi Gray Wealth Management's TFC Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 618 shares — an estimated $34K sold.

Parisi Gray Wealth Management first reported a position in TFC in Q1 2018 and held it in 5 quarters. The position peaked at $607K in Q4 2019. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 618 Truist Financial shares in Q3 2021, an estimated $34K.
Parisi Gray Wealth Management first reported a position in Truist Financial in Q1 2018 and held it in 5 quarters.
Parisi Gray Wealth Management's Truist Financial position peaked at $607K in Q4 2019.
1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.