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Pinion Investment Advisors’s Truist Financial TFC Stock Holding History

Pinion Investment 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
2023
Q3 		– Sell
-8,573
Closed -$260K – 166
2023
Q2 		$260K Sell
8,573
-568
-6% -$17.6K 0.18% 141
2023
Q1 		$312K Buy
9,141
+1,139
+14% +$49.7K 0.29% 93
2022
Q4 		$344K Buy
8,002
+2,154
+37% +$94.5K 0.32% 84
2022
Q3 		$255K Buy
5,848
+1,049
+22% +$50.5K 0.22% 127
2022
Q2 		$228K Buy
+4,799
New +$237K 0.19% 143
2020
Q1 		– Sell
-7,079
Closed -$399K – 117
2019
Q4 		$399K Buy
7,079
+1,214
+21% +$65.7K 0.74% 64
2019
Q3 		$313K Sell
5,865
-35
-0.6% -$1.73K 0.64% 84
2019
Q2 		$290K Sell
5,900
-770
-12% -$37.7K 0.62% 84
2019
Q1 		$310K Buy
6,670
+590
+10% +$28.8K 0.54% 92
2018
Q4 		$263K Buy
6,080
+465
+8% +$22.3K 0.55% 91
2018
Q3 		$273K Sell
5,615
-864
-13% -$44.3K 0.52% 103
2018
Q2 		$327K Buy
+6,479
New +$344K 0.63% 74

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinion Investment Advisors's TFC Position: Q3 2023 in Review

Pinion Investment Advisors sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 8,573 shares — an estimated $260K sold.

Pinion Investment Advisors first reported a position in TFC in Q2 2018 and held it in 12 quarters. The position peaked at $399K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Pinion Investment Advisors reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 8,573 Truist Financial shares in Q3 2023, an estimated $260K.
  • Pinion Investment Advisors first reported a position in Truist Financial in Q2 2018 and held it in 12 quarters.
  • Pinion Investment Advisors's Truist Financial position peaked at $399K in Q4 2019.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.