Regent Peak Wealth Advisors’s Truist Financial TFC Stock Holding History

Regent Peak Wealth 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
2022 Q3	–	Sell	-4,284	Closed	-$203K	–	161
2022 Q2	$203K	Buy	4,284 +393	+10%	+$19.4K	0.07%	152
2022 Q1	$221K	Buy	3,891 +75	+2%	+$4.63K	0.06%	149
2021 Q4	$223K	Buy	3,816 +36	+1%	+$2.2K	0.06%	154
2021 Q3	$222K	Buy	3,780 +47	+1%	+$2.63K	0.06%	155
2021 Q2	$203K	Sell	3,733 -613	-14%	-$36K	0.06%	166
2021 Q1	$253K	Buy	4,346 +6	+0.1%	+$329	0.08%	133
2020 Q4	$208K	Buy	+4,340	New	+$196K	0.07%	137

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regent Peak Wealth Advisors's TFC Position: Q3 2022 in Review

Regent Peak Wealth Advisors sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 4,284 shares — an estimated $203K sold.

Regent Peak Wealth Advisors first reported a position in TFC in Q4 2020 and held it in 7 quarters. The position peaked at $253K in Q1 2021. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Regent Peak Wealth Advisors reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 4,284 Truist Financial shares in Q3 2022, an estimated $203K.
Regent Peak Wealth Advisors first reported a position in Truist Financial in Q4 2020 and held it in 7 quarters.
Regent Peak Wealth Advisors's Truist Financial position peaked at $253K in Q1 2021.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.