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Red Tortoise LLC’s Truist Financial TFC Stock Holding History

Red Tortoise LLC’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
Q2 		– Sell
-39
Closed -$1.33K – 618
2023
Q1 		$1.33K Buy
+39
New +$1.7K ﹤0.01% 511
2021
Q4 		– Sell
-30
Closed -$1K – 454
2021
Q3 		$1K Buy
+30
New +$1.68K ﹤0.01% 523

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Tortoise LLC's TFC Position: Q2 2023 in Review

Red Tortoise LLC sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 39 shares — an estimated $1.33K sold.

Red Tortoise LLC first reported a position in TFC in Q3 2021 and held it in 2 quarters. The position peaked at $1.33K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Red Tortoise LLC reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 39 Truist Financial shares in Q2 2023, an estimated $1.33K.
  • Red Tortoise LLC first reported a position in Truist Financial in Q3 2021 and held it in 2 quarters.
  • Red Tortoise LLC's Truist Financial position peaked at $1.33K in Q1 2023.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.