Richard Bernstein Advisors’s Truist Financial TFC Stock Holding History

Richard Bernstein 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	-84,504	Closed	-$4.01M	–	239
2022 Q2	$4.01M	Hold	84,504	–	–	0.09%	113
2022 Q1	$4.79M	Hold	84,504	–	–	0.09%	101
2021 Q4	$4.95M	Hold	84,504	–	–	0.1%	97
2021 Q3	$4.96M	Buy	84,504 +3,402	+4%	+$190K	0.1%	102
2021 Q2	$4.5M	Buy	+81,102	New	+$4.76M	0.09%	102
2019 Q1	–	Sell	-87,582	Closed	-$3.79M	–	359
2018 Q4	$3.79M	Hold	87,582	–	–	0.14%	129
2018 Q3	$4.25M	Hold	87,582	–	–	0.12%	173
2018 Q2	$4.42M	Sell	87,582 -8,044	-8%	-$427K	0.14%	137
2018 Q1	$4.98M	Buy	95,626 +87,654	+1,100%	+$4.72M	0.18%	109
2017 Q4	$396K	Buy	+7,972	New	+$385K	0.02%	278

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

Richard Bernstein Advisors's TFC Position: Q3 2022 in Review

Richard Bernstein Advisors sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 84,504 shares — an estimated $4.01M sold.

Richard Bernstein Advisors first reported a position in TFC in Q4 2017 and held it in 10 quarters. The position peaked at $4.98M in Q1 2018. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Richard Bernstein Advisors reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 84,504 Truist Financial shares in Q3 2022, an estimated $4.01M.
Richard Bernstein Advisors first reported a position in Truist Financial in Q4 2017 and held it in 10 quarters.
Richard Bernstein Advisors's Truist Financial position peaked at $4.98M in Q1 2018.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Richard Bernstein Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.