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PCA
Personal Capital Advisors’s
Truist Financial
TFC
Stock Holding History
Personal Capital Advisors’s Portfolio
TFC Stock Details
TFC Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Amundi
Paris, France
$367B AUM
31.23%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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