Resource Planning Group’s Truist Financial TFC Stock Holding History

Resource Planning Group’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 Q2	–	Sell	-7,295	Closed	-$414K	–	69
2022 Q1	$414K	Hold	7,295	–	–	0.3%	49
2021 Q4	$427K	Hold	7,295	–	–	0.29%	45
2021 Q3	$428K	Hold	7,295	–	–	0.27%	52
2021 Q2	$405K	Hold	7,295	–	–	0.23%	54
2021 Q1	$425K	Hold	7,295	–	–	0.28%	48
2020 Q4	$350K	Hold	7,295	–	–	0.25%	51
2020 Q3	$278K	Hold	7,295	–	–	0.21%	53
2020 Q2	$274K	Hold	7,295	–	–	0.21%	48
2020 Q1	$225K	Sell	7,295 -200	-3%	-$9.46K	0.2%	45
2019 Q4	$422K	Buy	+7,495	New	+$406K	0.24%	42

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

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

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

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

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

Resource Planning Group's TFC Position: Q2 2022 in Review

Resource Planning Group sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 7,295 shares — an estimated $414K sold.

Resource Planning Group first reported a position in TFC in Q4 2019 and held it in 10 quarters. The position peaked at $428K in Q3 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Resource Planning Group reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Resource Planning Group sold 7,295 Truist Financial shares in Q2 2022, an estimated $414K.
Resource Planning Group first reported a position in Truist Financial in Q4 2019 and held it in 10 quarters.
Resource Planning Group's Truist Financial position peaked at $428K in Q3 2021.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Resource Planning Group's 13F filing for Q2 2022, filed 2 Aug 2022.