QI
TFC icon

Qtron Investments’s Truist Financial TFC Stock Holding History

Qtron Investments’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
Q3 		– Sell
-8,038
Closed -$312K – 483
2024
Q2 		$312K Sell
8,038
-3,116
-28% -$118K 0.05% 395
2024
Q1 		$435K Hold
11,154
– – 0.06% 376
2023
Q4 		$412K Buy
+11,154
New +$350K 0.07% 367
2023
Q1 		– Sell
-8,680
Closed -$374K – 452
2022
Q4 		$374K Sell
8,680
-2,139
-20% -$93.8K 0.08% 306
2022
Q3 		$471K Hold
10,819
– – 0.12% 245
2022
Q2 		$513K Buy
+10,819
New +$534K 0.11% 248
2020
Q4 		– Sell
-11,393
Closed -$434K – 358
2020
Q3 		$434K Hold
11,393
– – 0.15% 162
2020
Q2 		$428K Buy
+11,393
New +$410K 0.17% 153
2019
Q1 		– Sell
-6,940
Closed -$301K – 234
2018
Q4 		$301K Buy
+6,940
New +$333K 0.23% 94

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qtron Investments's TFC Position: Q3 2024 in Review

Qtron Investments sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 8,038 shares — an estimated $312K sold.

Qtron Investments first reported a position in TFC in Q4 2018 and held it in 9 quarters. The position peaked at $513K in Q2 2022. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Qtron Investments reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Qtron Investments sold 8,038 Truist Financial shares in Q3 2024, an estimated $312K.
  • Qtron Investments first reported a position in Truist Financial in Q4 2018 and held it in 9 quarters.
  • Qtron Investments's Truist Financial position peaked at $513K in Q2 2022.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Qtron Investments's 13F filing for Q3 2024, filed 13 Nov 2024.