Planned Solutions’s Truist Financial TFC Stock Holding History

Planned Solutions’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
2024 Q1	–	Sell	-2,920	Closed	-$108K	–	494
2023 Q4	$108K	Buy	+2,920	New	+$91.7K	0.05%	174

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Planned Solutions's TFC Position: Q1 2024 in Review

Planned Solutions sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 2,920 shares — an estimated $108K sold.

Planned Solutions first reported a position in TFC in Q4 2023 and held it in 1 quarter. The position peaked at $108K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

Planned Solutions reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 2,920 Truist Financial shares in Q1 2024, an estimated $108K.
Planned Solutions first reported a position in Truist Financial in Q4 2023 and held it in 1 quarter.
Planned Solutions's Truist Financial position peaked at $108K in Q4 2023.
1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.