PO
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Private Ocean’s Truist Financial TFC Stock Holding History

Private Ocean’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
2024
Q2 		– Sell
-131
Closed -$5.11K – 678
2024
Q1 		$5.11K Buy
+131
New +$4.79K ﹤0.01% 416
2023
Q2 		– Sell
-248
Closed -$8.44K – 642
2023
Q1 		$8.44K Hold
248
– – ﹤0.01% 411
2022
Q4 		$10.7K Buy
248
+1
+0.4% +$44 ﹤0.01% 367
2022
Q3 		$10K Sell
247
-1
-0.4% -$48 ﹤0.01% 370
2022
Q2 		$11K Hold
248
– – ﹤0.01% 348
2022
Q1 		$14K Buy
248
+1
+0.4% +$62 ﹤0.01% 375
2021
Q4 		$14K Buy
+247
New +$15.1K ﹤0.01% 394
2020
Q4 		– Sell
-222
Closed -$8K – 534
2020
Q3 		$8K Buy
+222
New +$8.36K ﹤0.01% 402
2020
Q1 		– Sell
-189
Closed -$11K – 591
2019
Q4 		$11K Buy
+189
New +$10.2K ﹤0.01% 385

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Ocean's TFC Position: Q2 2024 in Review

Private Ocean sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 131 shares — an estimated $5.11K sold.

Private Ocean first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Private Ocean reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 131 Truist Financial shares in Q2 2024, an estimated $5.11K.
  • Private Ocean first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
  • Private Ocean's Truist Financial position peaked at $14K in Q1 2022.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.