Patron Partners’s Truist Financial TFC Stock Holding History

Patron Partners’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
2022 Q1	–	Sell	-3,612	Closed	-$211K	–	199
2021 Q4	$211K	Sell	3,612 -2	-0.1%	-$122	0.14%	160
2021 Q3	$211K	Sell	3,614 -21	-0.6%	-$1.17K	0.16%	155
2021 Q2	$201K	Sell	3,635 -822	-18%	-$48.3K	0.15%	158
2021 Q1	$259K	Sell	4,457 -231	-5%	-$12.7K	0.22%	123
2020 Q4	$225K	Buy	+4,688	New	+$212K	0.22%	115

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Patron Partners's TFC Position: Q1 2022 in Review

Patron Partners sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,612 shares — an estimated $211K sold.

Patron Partners first reported a position in TFC in Q4 2020 and held it in 5 quarters. The position peaked at $259K in Q1 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Patron Partners reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Patron Partners sold 3,612 Truist Financial shares in Q1 2022, an estimated $211K.
Patron Partners first reported a position in Truist Financial in Q4 2020 and held it in 5 quarters.
Patron Partners's Truist Financial position peaked at $259K in Q1 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Patron Partners's 13F filing for Q1 2022, filed 27 Apr 2022.