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Retirement Planning Company of New England’s Truist Financial TFC Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-657
Closed -$38K – 806
2021
Q4 		$38K Buy
+657
New +$40.1K 0.02% 450

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Retirement Planning Company of New England's TFC Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 657 shares — an estimated $38K sold.

Retirement Planning Company of New England first reported a position in TFC in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 657 Truist Financial shares in Q1 2022, an estimated $38K.
  • Retirement Planning Company of New England first reported a position in Truist Financial in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Truist Financial position peaked at $38K in Q4 2021.
  • 1,507 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.