Pittenger & Anderson Inc’s Truist Financial TFC Stock Holding History

Pittenger & Anderson Inc’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 Q1	–	Sell	-3,804	Closed	-$164K	–	455
2022 Q4	$164K	Sell	3,804 -166	-4%	-$7.28K	0.01%	212
2022 Q3	$173K	Hold	3,970	–	–	0.01%	200
2022 Q2	$188K	Hold	3,970	–	–	0.01%	203
2022 Q1	$225K	Buy	3,970 +464	+13%	+$28.7K	0.01%	204
2021 Q4	$205K	Buy	3,506 +2,446	+231%	+$149K	0.01%	212
2021 Q3	$62K	Buy	+1,060	New	+$59.2K	﹤0.01%	261
2020 Q1	–	Sell	-647	Closed	-$36K	–	380
2019 Q4	$36K	Buy	+647	New	+$35K	﹤0.01%	281
2014 Q4	–	Sell	-15,000	Closed	-$558K	–	426
2014 Q3	$558K	Hold	15,000	–	–	0.08%	178
2014 Q2	$591K	Hold	15,000	–	–	0.09%	177
2014 Q1	$603K	Hold	15,000	–	–	0.08%	205
2013 Q4	$560K	Hold	15,000	–	–	0.08%	211
2013 Q3	$506K	Buy	15,000 +5,000	+50%	+$175K	0.08%	203
2013 Q2	$339K	Buy	+10,000	New	+$319K	0.06%	234

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pittenger & Anderson Inc's TFC Position: Q1 2023 in Review

Pittenger & Anderson Inc sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 3,804 shares — an estimated $164K sold.

Pittenger & Anderson Inc first reported a position in TFC in Q2 2013 and held it in 13 quarters. The position peaked at $603K in Q1 2014. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Pittenger & Anderson Inc reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Pittenger & Anderson Inc sold 3,804 Truist Financial shares in Q1 2023, an estimated $164K.
Pittenger & Anderson Inc first reported a position in Truist Financial in Q2 2013 and held it in 13 quarters.
Pittenger & Anderson Inc's Truist Financial position peaked at $603K in Q1 2014.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2023, filed 10 May 2023.