Pictet Asset Management (Switzerland)’s Truist Financial TFC Stock Holding History

Pictet Asset Management (Switzerland)’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	$20.2M	Buy	666,024 +15,658	+2%	+$486K	0.02%	460
2023 Q1	$22.2M	Sell	650,366 -2,321	-0.4%	-$101K	0.03%	440
2022 Q4	$28.1M	Buy	652,687 +24,719	+4%	+$1.08M	0.04%	372
2022 Q3	$27.3M	Sell	627,968 -612	-0.1%	-$29.4K	0.04%	368
2022 Q2	$29.8M	Sell	628,580 -61,093	-9%	-$3.01M	0.04%	380
2022 Q1	$39.1M	Buy	689,673 +22,369	+3%	+$1.38M	0.04%	362
2021 Q4	$39.1M	Sell	667,304 -41,169	-6%	-$2.52M	0.04%	393
2021 Q3	$41.6M	Buy	+708,473	New	+$39.6M	0.05%	370

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

Pictet Asset Management (Switzerland)'s TFC Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Truist Financial (TFC) stake by 2.4% in Q2 2023, buying an estimated $486K and bringing the position to 666,024 shares worth $20.2M. The position accounts for 0.02% of the portfolio, ranked #460.

Pictet Asset Management (Switzerland) first reported a position in TFC in Q3 2021 and has held it in 8 quarters since. The position peaked at $41.6M in Q3 2021. 1,308 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Pictet Asset Management (Switzerland) held 666,024 shares of Truist Financial worth $20.2M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 15,658 Truist Financial shares in Q2 2023, an estimated $486K.
Truist Financial made up 0.02% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #460 holding.
Pictet Asset Management (Switzerland) first reported a position in Truist Financial in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Truist Financial position peaked at $41.6M in Q3 2021.
1,308 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.