Premier Asset Management’s Truist Financial TFC Stock Holding History

Premier Asset 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
2023 Q1	–	Sell	-7,524	Closed	-$324K	–	85
2022 Q4	$324K	Buy	7,524 +1,154	+18%	+$50.6K	0.41%	71
2022 Q3	$277K	Buy	+6,370	New	+$306K	0.29%	73
2020 Q1	–	Sell	-8,269	Closed	-$466K	–	139
2019 Q4	$466K	Buy	+8,269	New	+$448K	0.15%	87

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Premier Asset Management's TFC Position: Q1 2023 in Review

Premier Asset Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 7,524 shares — an estimated $324K sold.

Premier Asset Management first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $466K in Q4 2019. 1,396 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

Premier Asset Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
Premier Asset Management sold 7,524 Truist Financial shares in Q1 2023, an estimated $324K.
Premier Asset Management first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
Premier Asset Management's Truist Financial position peaked at $466K in Q4 2019.
1,396 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Premier Asset Management's 13F filing for Q1 2023.