RP
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Riverwater Partners’s Truist Financial TFC Stock Holding History

Riverwater Partners’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
Q1 		– Sell
-5,449
Closed -$234K – 212
2022
Q4 		$234K Buy
+5,449
New +$239K 0.2% 168
2022
Q3 		– Sell
-4,489
Closed -$213K – 211
2022
Q2 		$213K Buy
+4,489
New +$221K 0.21% 176
2022
Q1 		– Sell
-4,149
Closed -$243K – 200
2021
Q4 		$243K Buy
+4,149
New +$253K 0.22% 180

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Riverwater Partners's TFC Position: Q1 2023 in Review

Riverwater Partners sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,449 shares — an estimated $234K sold.

Riverwater Partners first reported a position in TFC in Q4 2021 and held it in 3 quarters. The position peaked at $243K in Q4 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Riverwater Partners reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Riverwater Partners sold 5,449 Truist Financial shares in Q1 2023, an estimated $234K.
  • Riverwater Partners first reported a position in Truist Financial in Q4 2021 and held it in 3 quarters.
  • Riverwater Partners's Truist Financial position peaked at $243K in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Riverwater Partners's 13F filing for Q1 2023, filed 12 Apr 2023.