Perkins Coie Trust Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18
| Closed | -$514 | – | 556 |
|
|
2023
Q3 | $514 | Buy |
+18
| New | +$554 | ﹤0.01% | 518 |
|
|
2023
Q2 | – | Sell |
-1,659
| Closed | -$56.6K | – | 245 |
|
|
2023
Q1 | $56.6K | Buy |
1,659
+1,264
| +320% | +$55.2K | 0.02% | 125 |
|
|
2022
Q4 | $17K | Sell |
395
-490
| -55% | -$21.5K | 0.01% | 169 |
|
|
2022
Q3 | $39K | Hold |
885
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $42K | Hold |
885
| – | – | 0.02% | 135 |
|
|
2022
Q1 | $50K | Sell |
885
-237
| -21% | -$14.6K | 0.02% | 132 |
|
|
2021
Q4 | $66K | Hold |
1,122
| – | – | 0.02% | 128 |
|
|
2021
Q3 | $66K | Sell |
1,122
-405
| -27% | -$22.6K | 0.02% | 135 |
|
|
2021
Q2 | $85K | Sell |
1,527
-3,612
| -70% | -$212K | 0.03% | 123 |
|
|
2021
Q1 | $300K | Sell |
5,139
-27,104
| -84% | -$1.49M | 0.1% | 88 |
|
|
2020
Q4 | $1.54M | Sell |
32,243
-12,651
| -28% | -$573K | 0.53% | 56 |
|
|
2020
Q3 | $1.71M | Sell |
44,894
-92
| -0.2% | -$3.47K | 0.68% | 52 |
|
|
2020
Q2 | $1.69M | Buy |
44,986
+1,059
| +2% | +$38.1K | 0.69% | 52 |
|
|
2020
Q1 | $1.35M | Buy |
43,927
+683
| +2% | +$32.3K | 0.69% | 52 |
|
|
2019
Q4 | $2.44M | Buy |
43,244
+2,210
| +5% | +$120K | 1% | 42 |
|
|
2019
Q3 | $2.19M | Buy |
41,034
+160
| +0.4% | +$7.93K | 0.97% | 42 |
|
|
2019
Q2 | $2.01M | Sell |
40,874
-537
| -1% | -$26.3K | 0.91% | 45 |
|
|
2019
Q1 | $1.93M | Sell |
41,411
-202
| -0.5% | -$9.85K | 0.9% | 45 |
|
|
2018
Q4 | $1.8M | Buy |
41,613
+91
| +0.2% | +$4.37K | 0.94% | 44 |
|
|
2018
Q3 | $2.02M | Buy |
41,522
+140
| +0.3% | +$7.18K | 0.94% | 43 |
|
|
2018
Q2 | $2.09M | Sell |
41,382
-12
| -0% | -$638 | 1.03% | 38 |
|
|
2018
Q1 | $2.15M | Buy |
41,394
+169
| +0.4% | +$9.1K | 1.07% | 36 |
|
|
2017
Q4 | $2.05M | Sell |
41,225
-103
| -0.2% | -$4.97K | 1.02% | 40 |
|
|
2017
Q3 | $1.94M | Buy |
41,328
+10,560
| +34% | +$485K | 1.01% | 39 |
|
|
2017
Q2 | $1.4M | Buy |
30,768
+426
| +1% | +$18.5K | 0.75% | 53 |
|
|
2017
Q1 | $1.36M | Sell |
30,342
-43
| -0.1% | -$2.01K | 0.8% | 50 |
|
|
2016
Q4 | $1.43M | Buy |
30,385
+490
| +2% | +$20.8K | 0.87% | 45 |
|
|
2016
Q3 | $1.13M | Buy |
29,895
+1,033
| +4% | +$38.5K | 0.72% | 53 |
|
|
2016
Q2 | $1.03M | Buy |
28,862
+306
| +1% | +$10.7K | 0.68% | 54 |
|
|
2016
Q1 | $950K | Buy |
28,556
+197
| +0.7% | +$6.54K | 0.65% | 56 |
|
|
2015
Q4 | $1.07M | Buy |
28,359
+249
| +0.9% | +$9.37K | 0.8% | 48 |
|
|
2015
Q3 | $1M | Buy |
28,110
+28,020
| +31,133% | +$1.08M | 0.81% | 49 |
|
|
2015
Q2 | $4K | Buy |
+90
| New | +$3.56K | ﹤0.01% | 235 |
|
Other funds holding TFC
Perkins Coie Trust Company's TFC Position: Q4 2023 in Review
Perkins Coie Trust Company sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 18 shares — an estimated $514 sold.
Perkins Coie Trust Company first reported a position in TFC in Q2 2015 and held it in 33 quarters. The position peaked at $2.44M in Q4 2019. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.
- Perkins Coie Trust Company reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
- Perkins Coie Trust Company sold 18 Truist Financial shares in Q4 2023, an estimated $514.
- Perkins Coie Trust Company first reported a position in Truist Financial in Q2 2015 and held it in 33 quarters.
- Perkins Coie Trust Company's Truist Financial position peaked at $2.44M in Q4 2019.
- 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.
Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.