Petrus Trust Company’s Truist Financial TFC Stock Holding History

Petrus Trust Company’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	-8,317	Closed	-$284K	–	737
2023 Q1	$284K	Buy	+8,317	New	+$363K	0.03%	329
2022 Q4	–	Sell	-5,997	Closed	-$261K	–	551
2022 Q3	$261K	Buy	+5,997	New	+$289K	0.04%	109

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

Petrus Trust Company's TFC Position: Q2 2023 in Review

Petrus Trust Company sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 8,317 shares — an estimated $284K sold.

Petrus Trust Company first reported a position in TFC in Q3 2022 and held it in 2 quarters. The position peaked at $284K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Petrus Trust Company reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Petrus Trust Company sold 8,317 Truist Financial shares in Q2 2023, an estimated $284K.
Petrus Trust Company first reported a position in Truist Financial in Q3 2022 and held it in 2 quarters.
Petrus Trust Company's Truist Financial position peaked at $284K in Q1 2023.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Petrus Trust Company's 13F filing for Q2 2023, filed 14 Aug 2023.