RCA
TFC icon

Ranch Capital Advisors’s Truist Financial TFC Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-1,944
Closed -$114K – 535
2021
Q3 		$114K Buy
1,944
+362
+23% +$20.2K 0.07% 194
2021
Q2 		$87K Sell
1,582
-57
-3% -$3.35K 0.05% 235
2021
Q1 		$95K Buy
1,639
+1,441
+728% +$79K 0.06% 223
2020
Q4 		$9K Hold
198
– – 0.01% 650
2020
Q3 		$7K Sell
198
-425
-68% -$16K 0.01% 677
2020
Q2 		$24K Sell
623
-12,249
-95% -$441K 0.02% 431
2020
Q1 		$396K Sell
12,872
-794
-6% -$37.5K 0.39% 73
2019
Q4 		$770K Buy
13,666
+1,793
+15% +$97.1K 0.62% 35
2019
Q3 		$634K Buy
+11,873
New +$588K 0.68% 40

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

Ranch Capital Advisors's TFC Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 1,944 shares — an estimated $114K sold.

Ranch Capital Advisors first reported a position in TFC in Q3 2019 and held it in 9 quarters. The position peaked at $770K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 1,944 Truist Financial shares in Q4 2021, an estimated $114K.
  • Ranch Capital Advisors first reported a position in Truist Financial in Q3 2019 and held it in 9 quarters.
  • Ranch Capital Advisors's Truist Financial position peaked at $770K in Q4 2019.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.