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R.H. Bluestein & Co’s Truist Financial TFC Stock Holding History

R.H. Bluestein & Co’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
Q3 		$18.1M Buy
416,206
+199,420
+92% +$9.59M 1.13% 27
2022
Q2 		$10.3M Buy
216,786
+13,917
+7% +$686K 0.63% 32
2022
Q1 		$11.5M Buy
+202,869
New +$12.5M 0.48% 43
2020
Q1 		– Sell
-10,035
Closed -$565K – 348
2019
Q4 		$565K Buy
+10,035
New +$543K 0.03% 143

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

R.H. Bluestein & Co's TFC Position: Q3 2022 in Review

R.H. Bluestein & Co increased its Truist Financial (TFC) stake by 92% in Q3 2022, buying an estimated $9.59M and bringing the position to 416,206 shares worth $18.1M. The position accounts for 1.13% of the portfolio, ranked #27.

R.H. Bluestein & Co first reported a position in TFC in Q4 2019 and has held it in 4 quarters since. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • R.H. Bluestein & Co held 416,206 shares of Truist Financial worth $18.1M as of Q3 2022.
  • R.H. Bluestein & Co bought 199,420 Truist Financial shares in Q3 2022, an estimated $9.59M.
  • Truist Financial made up 1.13% of R.H. Bluestein & Co's portfolio in Q3 2022, its #27 holding.
  • R.H. Bluestein & Co first reported a position in Truist Financial in Q4 2019 and has held it in 4 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.