Prio Wealth Limited Partnership’s Truist Financial TFC Stock Holding History

Prio Wealth Limited Partnership’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	-4,691	Closed	-$222K	–	255
2022 Q2	$222K	Hold	4,691	–	–	0.01%	240
2022 Q1	$266K	Buy	4,691 +67	+1%	+$4.14K	0.01%	239
2021 Q4	$271K	Buy	4,624 +41	+0.9%	+$2.5K	0.01%	246
2021 Q3	$269K	Hold	4,583	–	–	0.01%	244
2021 Q2	$254K	Sell	4,583 -855	-16%	-$50.2K	0.01%	252
2021 Q1	$317K	Hold	5,438	–	–	0.01%	234
2020 Q4	$261K	Hold	5,438	–	–	0.01%	255
2020 Q3	$207K	Buy	+5,438	New	+$205K	0.01%	259

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

Prio Wealth Limited Partnership's TFC Position: Q3 2022 in Review

Prio Wealth Limited Partnership sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,691 shares — an estimated $222K sold.

Prio Wealth Limited Partnership first reported a position in TFC in Q3 2020 and held it in 8 quarters. The position peaked at $317K in Q1 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Prio Wealth Limited Partnership reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Prio Wealth Limited Partnership sold 4,691 Truist Financial shares in Q3 2022, an estimated $222K.
Prio Wealth Limited Partnership first reported a position in Truist Financial in Q3 2020 and held it in 8 quarters.
Prio Wealth Limited Partnership's Truist Financial position peaked at $317K in Q1 2021.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2022, filed 27 Feb 2023.