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PRW Wealth Management’s Truist Financial TFC Stock Holding History

PRW Wealth 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
2021
Q3 		– Sell
-49,406
Closed -$2.74M – 267
2021
Q2 		$2.74M Buy
+49,406
New +$2.9M 0.81% 28
2019
Q2 		– Sell
-147
Closed -$7K – 602
2019
Q1 		$7K Hold
147
– – 0.01% 336
2018
Q4 		$6K Buy
+147
New +$7.06K 0.01% 358

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's TFC Position: Q3 2021 in Review

PRW Wealth Management sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 49,406 shares — an estimated $2.74M sold.

PRW Wealth Management first reported a position in TFC in Q4 2018 and held it in 3 quarters. The position peaked at $2.74M in Q2 2021. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • PRW Wealth Management reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 49,406 Truist Financial shares in Q3 2021, an estimated $2.74M.
  • PRW Wealth Management first reported a position in Truist Financial in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Truist Financial position peaked at $2.74M in Q2 2021.
  • 1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.