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Personal Capital Advisors’s Truist Financial TFC Stock Holding History

Personal Capital Advisors’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
Q4 		$313K Buy
7,285
+64
+0.9% +$2.81K ﹤0.01% 374
2022
Q3 		$314K Buy
7,221
+10
+0.1% +$481 ﹤0.01% 352
2022
Q2 		$342K Sell
7,211
-1,173
-14% -$57.9K ﹤0.01% 322
2022
Q1 		$475K Sell
8,384
-1,799
-18% -$111K ﹤0.01% 315
2021
Q4 		$573K Buy
10,183
+810
+9% +$49.5K ﹤0.01% 314
2021
Q3 		$550K Buy
9,373
+31
+0.3% +$1.73K ﹤0.01% 300
2021
Q2 		$518K Sell
9,342
-26
-0.3% -$1.53K ﹤0.01% 302
2021
Q1 		$546K Sell
9,368
-683
-7% -$37.4K ﹤0.01% 295
2020
Q4 		$482K Buy
10,051
+342
+4% +$15.5K ﹤0.01% 306
2020
Q3 		$369K Buy
9,709
+1,224
+14% +$46.1K ﹤0.01% 308
2020
Q2 		$319K Sell
8,485
-1,777
-17% -$64K ﹤0.01% 281
2020
Q1 		$314K Buy
10,262
+523
+5% +$24.7K ﹤0.01% 280
2019
Q4 		$549K Buy
+9,739
New +$527K ﹤0.01% 255

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's TFC Position: Q4 2022 in Review

Personal Capital Advisors increased its Truist Financial (TFC) stake by 0.89% in Q4 2022, buying an estimated $2.81K and bringing the position to 7,285 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Personal Capital Advisors first reported a position in TFC in Q4 2019 and has held it in 13 quarters since. The position peaked at $573K in Q4 2021. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Personal Capital Advisors held 7,285 shares of Truist Financial worth $313K as of Q4 2022.
  • Personal Capital Advisors bought 64 Truist Financial shares in Q4 2022, an estimated $2.81K.
  • Truist Financial made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #374 holding.
  • Personal Capital Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 13 quarters since.
  • Personal Capital Advisors's Truist Financial position peaked at $573K in Q4 2021.
  • 1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.