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Realta Investment Advisors’s Truist Financial TFC Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-4,611
Closed -$179K – 728
2024
Q2 		$179K Buy
4,611
+24
+0.5% +$907 0.04% 410
2024
Q1 		$179K Sell
4,587
-2,849
-38% -$104K 0.04% 416
2023
Q4 		$275K Sell
7,436
-1,460
-16% -$45.8K 0.06% 332
2023
Q3 		$270K Hold
8,896
– – 0.06% 318
2023
Q2 		$270K Sell
8,896
-1,022
-10% -$31.7K 0.06% 328
2023
Q1 		$338K Sell
9,918
-250
-2% -$10.9K 0.08% 270
2022
Q4 		$438K Sell
10,168
-1,133
-10% -$49.7K 0.11% 225
2022
Q3 		$492K Buy
11,301
+74
+0.7% +$3.56K 0.13% 195
2022
Q2 		$541K Buy
11,227
+615
+6% +$30.3K 0.13% 176
2022
Q1 		$602K Sell
10,612
-447
-4% -$27.6K 0.12% 186
2021
Q4 		$647K Sell
11,059
-147
-1% -$8.98K 0.14% 176
2021
Q3 		$657K Buy
11,206
+342
+3% +$19.1K 0.15% 163
2021
Q2 		$603K Buy
10,864
+19
+0.2% +$1.12K 0.14% 179
2021
Q1 		$632K Buy
10,845
+614
+6% +$33.7K 0.17% 159
2020
Q4 		$490K Sell
10,231
-120
-1% -$5.43K 0.14% 168
2020
Q3 		$394K Buy
+10,351
New +$390K 0.13% 184
2020
Q1 		– Sell
-3,599
Closed -$197K – 1271
2019
Q4 		$197K Buy
3,599
+73
+2% +$3.95K 0.05% 344
2019
Q3 		$187K Buy
3,526
+106
+3% +$5.25K 0.05% 343
2019
Q2 		$168K Buy
3,420
+1,111
+48% +$54.4K 0.05% 370
2019
Q1 		$107K Buy
+2,309
New +$113K 0.05% 385

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

Realta Investment Advisors's TFC Position: Q3 2024 in Review

Realta Investment Advisors sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 4,611 shares — an estimated $179K sold.

Realta Investment Advisors first reported a position in TFC in Q1 2019 and held it in 20 quarters. The position peaked at $657K in Q3 2021. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Realta Investment Advisors reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,611 Truist Financial shares in Q3 2024, an estimated $179K.
  • Realta Investment Advisors first reported a position in Truist Financial in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's Truist Financial position peaked at $657K in Q3 2021.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.