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Primoris Wealth Advisors’s Truist Financial TFC Stock Holding History

Primoris Wealth Advisors’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
-4,419
Closed -$210K – 75
2022
Q2 		$210K Hold
4,419
– – 0.3% 67
2022
Q1 		$251K Hold
4,419
– – 0.23% 64
2021
Q4 		$259K Buy
+4,419
New +$270K 0.21% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primoris Wealth Advisors's TFC Position: Q3 2022 in Review

Primoris Wealth Advisors sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,419 shares — an estimated $210K sold.

Primoris Wealth Advisors first reported a position in TFC in Q4 2021 and held it in 3 quarters. The position peaked at $259K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Primoris Wealth Advisors reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 4,419 Truist Financial shares in Q3 2022, an estimated $210K.
  • Primoris Wealth Advisors first reported a position in Truist Financial in Q4 2021 and held it in 3 quarters.
  • Primoris Wealth Advisors's Truist Financial position peaked at $259K in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Primoris Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.