Private Asset Management’s Truist Financial TFC Stock Holding History

Private 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
2022 Q1	–	Sell	-3,511	Closed	-$206K	–	153
2021 Q4	$206K	Hold	3,511	–	–	0.03%	145
2021 Q3	$206K	Buy	+3,511	New	+$196K	0.03%	143
2021 Q2	–	Sell	-3,511	Closed	-$205K	–	159
2021 Q1	$205K	Buy	+3,511	New	+$192K	0.03%	152

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Private Asset Management's TFC Position: Q1 2022 in Review

Private Asset Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,511 shares — an estimated $206K sold.

Private Asset Management first reported a position in TFC in Q1 2021 and held it in 3 quarters. The position peaked at $206K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Private Asset Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Private Asset Management sold 3,511 Truist Financial shares in Q1 2022, an estimated $206K.
Private Asset Management first reported a position in Truist Financial in Q1 2021 and held it in 3 quarters.
Private Asset Management's Truist Financial position peaked at $206K in Q4 2021.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Private Asset Management's 13F filing for Q1 2022, filed 4 Apr 2022.