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PYA Waltman Capital’s Truist Financial TFC Stock Holding History

PYA Waltman Capital’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
Q4 		– Sell
-1,497
Closed -$65K – 179
2022
Q3 		$65K Hold
1,497
– – 0.04% 91
2022
Q2 		$71K Hold
1,497
– – 0.04% 92
2022
Q1 		$85K Hold
1,497
– – 0.04% 82
2021
Q4 		$88K Buy
+1,497
New +$91.5K 0.05% 78

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PYA Waltman Capital's TFC Position: Q4 2022 in Review

PYA Waltman Capital sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 1,497 shares — an estimated $65K sold.

PYA Waltman Capital first reported a position in TFC in Q4 2021 and held it in 4 quarters. The position peaked at $88K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • PYA Waltman Capital reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 1,497 Truist Financial shares in Q4 2022, an estimated $65K.
  • PYA Waltman Capital first reported a position in Truist Financial in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Truist Financial position peaked at $88K in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.