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Phoenix Wealth Advisors’s Truist Financial TFC Stock Holding History

Phoenix Wealth 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
Q1 		– Sell
-3,495
Closed -$205K – 126
2021
Q4 		$205K Buy
3,495
+560
+19% +$34.2K 0.15% 116
2021
Q3 		$172K Hold
2,935
– – 0.13% 122
2021
Q2 		$160K Buy
2,935
+83
+3% +$4.88K 0.12% 132
2021
Q1 		$168K Buy
2,852
+266
+10% +$14.6K 0.13% 125
2020
Q4 		$124K Buy
+2,586
New +$117K 0.09% 134

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Phoenix Wealth Advisors's TFC Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,495 shares — an estimated $205K sold.

Phoenix Wealth Advisors first reported a position in TFC in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 3,495 Truist Financial shares in Q1 2022, an estimated $205K.
  • Phoenix Wealth Advisors first reported a position in Truist Financial in Q4 2020 and held it in 5 quarters.
  • Phoenix Wealth Advisors's Truist Financial position peaked at $205K in Q4 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.