PCJ Investment Counsel’s Truist Financial TFC Stock Holding History

PCJ Investment Counsel’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	-30,000	Closed	-$1.02M	–	85
2023 Q1	$1.02M	Buy	+30,000	New	+$1.31M	0.41%	64
2021 Q2	–	Sell	-25,000	Closed	-$1.46M	–	85
2021 Q1	$1.46M	Buy	+25,000	New	+$1.37M	0.57%	42
2020 Q1	–	Sell	-42,500	Closed	-$2.39M	–	71
2019 Q4	$2.39M	Buy	42,500 +27,500	+183%	+$1.49M	1.08%	27
2019 Q3	$801K	Buy	+15,000	New	+$743K	0.42%	52
2018 Q4	–	Sell	-20,000	Closed	-$971K	–	68
2018 Q3	$971K	Sell	20,000 -45,000	-69%	-$2.31M	0.08%	54
2018 Q2	$3.28M	Buy	65,000 +25,000	+63%	+$1.33M	0.22%	38
2018 Q1	$2.08M	Buy	+40,000	New	+$2.15M	0.14%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCJ Investment Counsel's TFC Position: Q2 2023 in Review

PCJ Investment Counsel sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 30,000 shares — an estimated $1.02M sold.

PCJ Investment Counsel first reported a position in TFC in Q1 2018 and held it in 7 quarters. The position peaked at $3.28M in Q2 2018. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

PCJ Investment Counsel reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
PCJ Investment Counsel sold 30,000 Truist Financial shares in Q2 2023, an estimated $1.02M.
PCJ Investment Counsel first reported a position in Truist Financial in Q1 2018 and held it in 7 quarters.
PCJ Investment Counsel's Truist Financial position peaked at $3.28M in Q2 2018.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on PCJ Investment Counsel's 13F filing for Q2 2023, filed 10 Aug 2023.