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Resurgent Financial Advisors’s Truist Financial TFC Stock Holding History

Resurgent Financial 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
2024
Q2 		– Sell
-5,945
Closed -$232K – 204
2024
Q1 		$232K Buy
5,945
+2,067
+53% +$75.6K 0.12% 164
2023
Q4 		$143K Sell
3,878
-1,662
-30% -$52.2K 0.09% 204
2023
Q3 		$159K Buy
5,540
+611
+12% +$18.8K 0.11% 173
2023
Q2 		$150K Sell
4,929
-1,962
-28% -$60.9K 0.1% 180
2023
Q1 		$235K Sell
6,891
-5,039
-42% -$220K 0.16% 130
2022
Q4 		$513K Buy
11,930
+4,288
+56% +$188K 0.27% 87
2022
Q3 		$333K Buy
+7,642
New +$368K 0.22% 126
2022
Q2 		– Sell
-4,126
Closed -$234K – 223
2022
Q1 		$234K Buy
+4,126
New +$255K 0.15% 158

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

Resurgent Financial Advisors's TFC Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 5,945 shares — an estimated $232K sold.

Resurgent Financial Advisors first reported a position in TFC in Q1 2022 and held it in 8 quarters. The position peaked at $513K in Q4 2022. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 5,945 Truist Financial shares in Q2 2024, an estimated $232K.
  • Resurgent Financial Advisors first reported a position in Truist Financial in Q1 2022 and held it in 8 quarters.
  • Resurgent Financial Advisors's Truist Financial position peaked at $513K in Q4 2022.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.