PrairieView Partners’s Truist Financial TFC Stock Holding History

PrairieView Partners’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 Q4	–	Sell	-37	Closed	-$1K	–	415
2023 Q3	$1K	Sell	37 -76	-67%	-$2.34K	﹤0.01%	369
2023 Q2	$3K	Hold	113	–	–	﹤0.01%	393
2023 Q1	$3K	Buy	113 +37	+49%	+$1.61K	﹤0.01%	368
2022 Q4	$3K	Sell	76 -151	-67%	-$6.62K	﹤0.01%	403
2022 Q3	$10K	Buy	227 +151	+199%	+$7.26K	﹤0.01%	305
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	387
2022 Q1	$4K	Buy	+76	New	+$4.69K	﹤0.01%	380

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

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

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

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

PrairieView Partners's TFC Position: Q4 2023 in Review

PrairieView Partners sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 37 shares — an estimated $1K sold.

PrairieView Partners first reported a position in TFC in Q1 2022 and held it in 7 quarters. The position peaked at $10K in Q3 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

PrairieView Partners reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
PrairieView Partners sold 37 Truist Financial shares in Q4 2023, an estimated $1K.
PrairieView Partners first reported a position in Truist Financial in Q1 2022 and held it in 7 quarters.
PrairieView Partners's Truist Financial position peaked at $10K in Q3 2022.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on PrairieView Partners's 13F filing for Q4 2023, filed 26 Jan 2024.