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Planning Capital Management Corporation’s Truist Financial TFC Stock Holding History

Planning Capital Management Corporation’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
Q3 		$343 Sell
8
-187
-96% -$7.9K ﹤0.01% 682
2024
Q2 		$7.58K Hold
195
– – 0.01% 431
2024
Q1 		$7.6K Buy
195
+33
+20% +$1.21K 0.01% 445
2023
Q4 		$5.98K Buy
+162
New +$5.09K ﹤0.01% 463

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Capital Management Corporation's TFC Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Truist Financial (TFC) stake by 96% in Q3 2024, selling an estimated $7.9K and leaving 8 shares worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Planning Capital Management Corporation first reported a position in TFC in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.6K in Q1 2024. 1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Planning Capital Management Corporation held 8 shares of Truist Financial worth $343 as of Q3 2024.
  • Planning Capital Management Corporation sold 187 Truist Financial shares in Q3 2024, an estimated $7.9K.
  • Truist Financial made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #682 holding.
  • Planning Capital Management Corporation first reported a position in Truist Financial in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Truist Financial position peaked at $7.6K in Q1 2024.
  • 1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.