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Prelude Capital Management’s Truist Financial TFC Stock Holding History

Prelude Capital Management’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
Q2 		– Sell
-14,520
Closed -$566K – 1491
2024
Q1 		$566K Buy
14,520
+547
+4% +$20K 0.03% 585
2023
Q4 		$516K Buy
13,973
+4,453
+47% +$140K 0.03% 500
2023
Q3 		$272K Sell
9,520
-2,221
-19% -$68.3K 0.02% 728
2023
Q2 		$356K Buy
11,741
+485
+4% +$15.1K 0.02% 583
2023
Q1 		$384K Sell
11,256
-2,827
-20% -$123K 0.02% 554
2022
Q4 		$606K Buy
14,083
+5,673
+67% +$249K 0.03% 495
2022
Q3 		$366K Sell
8,410
-193
-2% -$9.29K 0.01% 781
2022
Q2 		$408K Buy
+8,603
New +$424K 0.01% 903
2021
Q3 		– Sell
-22,508
Closed -$1.25M – 2022
2021
Q2 		$1.25M Buy
+22,508
New +$1.32M 0.04% 498
2021
Q1 		– Sell
-12,265
Closed -$588K – 1809
2020
Q4 		$588K Buy
+12,265
New +$555K 0.02% 662
2018
Q4 		– Sell
-1,875
Closed -$91K – 2148
2018
Q3 		$91K Sell
1,875
-9,610
-84% -$493K 0.01% 984
2018
Q2 		$579K Sell
11,485
-2,287
-17% -$121K 0.04% 491
2018
Q1 		$717K Sell
13,772
-1,911
-12% -$103K 0.05% 359
2017
Q4 		$780K Buy
+15,683
New +$757K 0.06% 306
2017
Q2 		– Sell
-3,651
Closed -$163K – 1847
2017
Q1 		$163K Sell
3,651
-1,329
-27% -$62.1K 0.02% 629
2016
Q4 		$234K Buy
+4,980
New +$212K 0.03% 521
2015
Q1 		– Sell
-1,660
Closed -$65K – 2173
2014
Q4 		$65K Buy
+1,660
New +$62.5K 0.01% 1168
2013
Q4 		– Sell
-110
Closed -$4K – 1909
2013
Q3 		$4K Buy
+110
New +$3.84K ﹤0.01% 1543

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prelude Capital Management's TFC Position: Q2 2024 in Review

Prelude Capital Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 14,520 shares — an estimated $566K sold.

Prelude Capital Management first reported a position in TFC in Q3 2013 and held it in 18 quarters. The position peaked at $1.25M in Q2 2021. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Prelude Capital Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 14,520 Truist Financial shares in Q2 2024, an estimated $566K.
  • Prelude Capital Management first reported a position in Truist Financial in Q3 2013 and held it in 18 quarters.
  • Prelude Capital Management's Truist Financial position peaked at $1.25M in Q2 2021.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.