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Quest Capital Management’s Truist Financial TFC Stock Holding History

Quest Capital 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
Q4 		$485K Sell
8,290
-1,291
-13% -$78.9K 0.08% 158
2021
Q3 		$562K Buy
9,581
+442
+5% +$24.7K 0.11% 126
2021
Q2 		$507K Sell
9,139
-382
-4% -$22.4K 0.1% 134
2021
Q1 		$555K Buy
9,521
+304
+3% +$16.7K 0.12% 108
2020
Q4 		$442K Buy
9,217
+28
+0.3% +$1.27K 0.1% 122
2020
Q3 		$350K Sell
9,189
-2,509
-21% -$94.5K 0.1% 132
2020
Q2 		$439K Buy
11,698
+67
+0.6% +$2.41K 0.13% 101
2020
Q1 		$359K Buy
11,631
+2,724
+31% +$129K 0.12% 105
2019
Q4 		$502K Buy
+8,907
New +$482K 0.12% 98
2019
Q3 		– Sell
-4,129
Closed -$203K – 230
2019
Q2 		$203K Buy
+4,129
New +$202K 0.05% 205

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Quest Capital Management's TFC Position: Q4 2021 in Review

Quest Capital Management reduced its Truist Financial (TFC) stake by 13% in Q4 2021, selling an estimated $78.9K and leaving 8,290 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #158.

Quest Capital Management first reported a position in TFC in Q2 2019 and has held it in 10 quarters since. The position peaked at $562K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Quest Capital Management held 8,290 shares of Truist Financial worth $485K as of Q4 2021.
  • Quest Capital Management sold 1,291 Truist Financial shares in Q4 2021, an estimated $78.9K.
  • Truist Financial made up 0.08% of Quest Capital Management's portfolio in Q4 2021, its #158 holding.
  • Quest Capital Management first reported a position in Truist Financial in Q2 2019 and has held it in 10 quarters since.
  • Quest Capital Management's Truist Financial position peaked at $562K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.