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Quantum Financial Advisors’s Truist Financial TFC Stock Holding History

Quantum Financial 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
2023
Q4 		– Sell
-7,722
Closed -$221K – 133
2023
Q3 		$221K Buy
+7,722
New +$237K 0.06% 104

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Quantum Financial Advisors's TFC Position: Q4 2023 in Review

Quantum Financial Advisors sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 7,722 shares — an estimated $221K sold.

Quantum Financial Advisors first reported a position in TFC in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • Quantum Financial Advisors reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • Quantum Financial Advisors sold 7,722 Truist Financial shares in Q4 2023, an estimated $221K.
  • Quantum Financial Advisors first reported a position in Truist Financial in Q3 2023 and held it in 1 quarter.
  • Quantum Financial Advisors's Truist Financial position peaked at $221K in Q3 2023.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Quantum Financial Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.