Prentice Wealth Management’s Truist Financial TFC Stock Holding History

Prentice Wealth 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
2022 Q3	–	Sell	-140	Closed	-$7K	–	169
2022 Q2	$7K	Buy	+140	New	+$6.91K	0.01%	112
2021 Q4	–	Sell	-259	Closed	-$15K	–	286
2021 Q3	$15K	Hold	259	–	–	0.01%	235
2021 Q2	$14K	Hold	259	–	–	0.01%	231
2021 Q1	$15K	Buy	+259	New	+$14.2K	0.01%	227

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prentice Wealth Management's TFC Position: Q3 2022 in Review

Prentice Wealth Management sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 140 shares — an estimated $7K sold.

Prentice Wealth Management first reported a position in TFC in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Prentice Wealth Management reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 140 Truist Financial shares in Q3 2022, an estimated $7K.
Prentice Wealth Management first reported a position in Truist Financial in Q1 2021 and held it in 4 quarters.
Prentice Wealth Management's Truist Financial position peaked at $15K in Q3 2021.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.