PI
TFC icon

Parkside Investments’s Truist Financial TFC Stock Holding History

Parkside Investments’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
-142,531
Closed -$4.86M – 94
2023
Q1 		$4.86M Sell
142,531
-8,848
-6% -$386K 0.92% 48
2022
Q4 		$6.51M Buy
151,379
+9,876
+7% +$433K 1.3% 36
2022
Q3 		$6.16M Buy
141,503
+4,350
+3% +$209K 1.32% 37
2022
Q2 		$6.5M Buy
137,153
+17,886
+15% +$882K 1.37% 34
2022
Q1 		$6.76M Buy
119,267
+10,952
+10% +$676K 1.32% 30
2021
Q4 		$6.34M Buy
108,315
+3,076
+3% +$188K 1.22% 30
2021
Q3 		$6.17M Buy
105,239
+953
+0.9% +$53.3K 1.29% 28
2021
Q2 		$5.79M Sell
104,286
-2,265
-2% -$133K 1.11% 35
2021
Q1 		$6.21M Sell
106,551
-15,870
-13% -$870K 1.29% 31
2020
Q4 		$5.87M Buy
122,421
+58,211
+91% +$2.64M 1.3% 25
2020
Q3 		$2.44M Sell
64,210
-6,555
-9% -$247K 0.64% 57
2020
Q2 		$2.66M Buy
70,765
+1,882
+3% +$67.8K 0.7% 59
2020
Q1 		$2.12M Sell
68,883
-2,523
-4% -$119K 0.7% 56
2019
Q4 		$4.02M Buy
+71,406
New +$3.87M 0.98% 41

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 $3.37T AUM 44.26% 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

Parkside Investments's TFC Position: Q2 2023 in Review

Parkside Investments sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 142,531 shares — an estimated $4.86M sold.

Parkside Investments first reported a position in TFC in Q4 2019 and held it in 14 quarters. The position peaked at $6.76M in Q1 2022. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Parkside Investments reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Parkside Investments sold 142,531 Truist Financial shares in Q2 2023, an estimated $4.86M.
  • Parkside Investments first reported a position in Truist Financial in Q4 2019 and held it in 14 quarters.
  • Parkside Investments's Truist Financial position peaked at $6.76M in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Parkside Investments's 13F filing for Q2 2023, filed 7 Jul 2023.