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Resonant Capital Advisors’s Truist Financial TFC Stock Holding History

Resonant 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
2023
Q2 		– Sell
-46,873
Closed -$1.6M – 272
2023
Q1 		$1.6M Sell
46,873
-1,556
-3% -$67.9K 0.18% 106
2022
Q4 		$2.08M Buy
48,429
+1,421
+3% +$62.3K 0.26% 90
2022
Q3 		$2.05M Sell
47,008
-475
-1% -$22.9K 0.31% 80
2022
Q2 		$2.25M Buy
47,483
+244
+0.5% +$12K 0.35% 74
2022
Q1 		$2.61M Buy
47,239
+1,340
+3% +$82.8K 0.39% 65
2021
Q4 		$2.69M Buy
45,899
+3,142
+7% +$192K 0.4% 59
2021
Q3 		$2.51M Buy
42,757
+4,567
+12% +$255K 0.44% 55
2021
Q2 		$2.12M Buy
38,190
+322
+0.9% +$18.9K 0.41% 53
2021
Q1 		$2.21M Buy
37,868
+3,310
+10% +$181K 0.45% 50
2020
Q4 		$1.66M Buy
34,558
+2,516
+8% +$114K 0.39% 56
2020
Q3 		$1.22M Buy
32,042
+7,011
+28% +$264K 0.35% 68
2020
Q2 		$940K Sell
25,031
-7,287
-23% -$262K 0.27% 77
2020
Q1 		$997K Buy
32,318
+7,470
+30% +$353K 0.36% 83
2019
Q4 		$1.4M Buy
+24,848
New +$1.35M 0.44% 70

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

Resonant Capital Advisors's TFC Position: Q2 2023 in Review

Resonant Capital Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 46,873 shares — an estimated $1.6M sold.

Resonant Capital Advisors first reported a position in TFC in Q4 2019 and held it in 14 quarters. The position peaked at $2.69M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Resonant Capital Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Resonant Capital Advisors sold 46,873 Truist Financial shares in Q2 2023, an estimated $1.6M.
  • Resonant Capital Advisors first reported a position in Truist Financial in Q4 2019 and held it in 14 quarters.
  • Resonant Capital Advisors's Truist Financial position peaked at $2.69M in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Resonant Capital Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.