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Proficio Capital Partners’s Truist Financial TFC Stock Holding History

Proficio Capital Partners’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
-6,841
Closed -$324K – 286
2022
Q2 		$324K Sell
6,841
-2,853
-29% -$141K 0.06% 177
2022
Q1 		$550K Buy
9,694
+4,248
+78% +$262K 0.08% 127
2021
Q4 		$319K Buy
5,446
+18
+0.3% +$1.1K 0.04% 199
2021
Q3 		$318K Sell
5,428
-1,096
-17% -$61.2K 0.04% 202
2021
Q2 		$362K Sell
6,524
-1,735
-21% -$102K 0.04% 184
2021
Q1 		$482K Buy
+8,259
New +$453K 0.06% 134
2019
Q3 		– Sell
-1,413
Closed -$69K – 1376
2019
Q2 		$69K Buy
1,413
+717
+103% +$35.1K 0.02% 286
2019
Q1 		$32K Buy
696
+52
+8% +$2.54K 0.01% 487
2018
Q4 		$28K Sell
644
-416
-39% -$20K 0.01% 456
2018
Q3 		$51K Buy
1,060
+14
+1% +$718 0.02% 349
2018
Q2 		$53K Buy
1,046
+17
+2% +$903 0.02% 342
2018
Q1 		$54K Buy
1,029
+16
+2% +$862 0.02% 325
2017
Q4 		$50K Buy
1,013
+54
+6% +$2.61K 0.02% 352
2017
Q3 		$45K Buy
959
+816
+571% +$37.5K 0.02% 407
2017
Q2 		$7K Buy
143
+8
+6% +$347 ﹤0.01% 896
2017
Q1 		$6K Buy
135
+103
+322% +$4.81K ﹤0.01% 955
2016
Q4 		$2K Hold
32
– – ﹤0.01% 944
2016
Q3 		$1K Hold
32
– – ﹤0.01% 1026
2016
Q2 		$1K Buy
+32
New +$1.12K ﹤0.01% 952
2016
Q1 		– Sell
-56
Closed -$2K – 1160
2015
Q4 		$2K Buy
+56
New +$2.11K ﹤0.01% 690

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

Proficio Capital Partners's TFC Position: Q3 2022 in Review

Proficio Capital Partners sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 6,841 shares — an estimated $324K sold.

Proficio Capital Partners first reported a position in TFC in Q4 2015 and held it in 20 quarters. The position peaked at $550K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Proficio Capital Partners reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • Proficio Capital Partners sold 6,841 Truist Financial shares in Q3 2022, an estimated $324K.
  • Proficio Capital Partners first reported a position in Truist Financial in Q4 2015 and held it in 20 quarters.
  • Proficio Capital Partners's Truist Financial position peaked at $550K in Q1 2022.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Proficio Capital Partners's 13F filing for Q3 2022, filed 11 Oct 2022.