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Probity Advisors’s Truist Financial TFC Stock Holding History

Probity 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
2021
Q4 		– Sell
-5,180
Closed -$304K – 203
2021
Q3 		$304K Buy
+5,180
New +$289K 0.06% 175
2021
Q2 		– Sell
-4,591
Closed -$268K – 202
2021
Q1 		$268K Buy
+4,591
New +$252K 0.06% 173
2020
Q3 		$318K Sell
8,347
-1,136
-12% -$42.8K 0.09% 143
2020
Q2 		$356K Sell
9,483
-3,905
-29% -$141K 0.11% 133
2020
Q1 		$413K Sell
13,388
-2,353
-15% -$111K 0.15% 114
2019
Q4 		$887K Sell
15,741
-3,477
-18% -$188K 0.27% 74
2019
Q3 		$1.03M Sell
19,218
-1,674
-8% -$83K 0.33% 64
2019
Q2 		$1.03M Sell
20,892
-1,583
-7% -$77.5K 0.34% 62
2019
Q1 		$1.05M Sell
22,475
-3,322
-13% -$162K 0.36% 62
2018
Q4 		$1.12M Sell
25,797
-1,579
-6% -$75.8K 0.41% 52
2018
Q3 		$1.33M Buy
27,376
+477
+2% +$24.5K 0.43% 56
2018
Q2 		$1.36M Buy
26,899
+1,687
+7% +$89.6K 0.48% 50
2018
Q1 		$1.31M Sell
25,212
-435
-2% -$23.4K 0.45% 53
2017
Q4 		$1.27M Buy
25,647
+370
+1% +$17.9K 0.45% 46
2017
Q3 		$1.19M Sell
25,277
-459
-2% -$21.1K 0.44% 45
2017
Q2 		$1.17M Buy
25,736
+2,052
+9% +$89.1K 0.44% 45
2017
Q1 		$1.06M Buy
23,684
+3,323
+16% +$155K 0.41% 50
2016
Q4 		$957K Sell
20,361
-582
-3% -$24.8K 0.4% 54
2016
Q3 		$790K Sell
20,943
-154
-0.7% -$5.74K 0.34% 62
2016
Q2 		$751K Buy
+21,097
New +$737K 0.34% 64

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Probity Advisors's TFC Position: Q4 2021 in Review

Probity Advisors sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 5,180 shares — an estimated $304K sold.

Probity Advisors first reported a position in TFC in Q2 2016 and held it in 20 quarters. The position peaked at $1.36M in Q2 2018. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Probity Advisors reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Probity Advisors sold 5,180 Truist Financial shares in Q4 2021, an estimated $304K.
  • Probity Advisors first reported a position in Truist Financial in Q2 2016 and held it in 20 quarters.
  • Probity Advisors's Truist Financial position peaked at $1.36M in Q2 2018.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Probity Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.