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Redwood Investment Management’s Truist Financial TFC Stock Holding History

Redwood Investment 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
2024
Q2 		– Sell
-60,225
Closed -$2.35M – 376
2024
Q1 		$2.35M Sell
60,225
-2,467
-4% -$90.2K 0.22% 92
2023
Q4 		$2.31M Sell
62,692
-911
-1% -$28.6K 0.21% 104
2023
Q3 		$1.82M Buy
+63,603
New +$1.96M 0.16% 138

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Redwood Investment Management's TFC Position: Q2 2024 in Review

Redwood Investment Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 60,225 shares — an estimated $2.35M sold.

Redwood Investment Management first reported a position in TFC in Q3 2023 and held it in 3 quarters. The position peaked at $2.35M in Q1 2024. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Redwood Investment Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Redwood Investment Management sold 60,225 Truist Financial shares in Q2 2024, an estimated $2.35M.
  • Redwood Investment Management first reported a position in Truist Financial in Q3 2023 and held it in 3 quarters.
  • Redwood Investment Management's Truist Financial position peaked at $2.35M in Q1 2024.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Redwood Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.