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Roble Belko & Company’s Truist Financial TFC Stock Holding History

Roble Belko & Company’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
-56
Closed -$3K – 396
2021
Q4 		$3K Buy
+56
New +$3.42K ﹤0.01% 302
2020
Q2 		– Sell
-321
Closed -$10K – 339
2020
Q1 		$10K Hold
321
– – ﹤0.01% 245
2019
Q4 		$18K Buy
+321
New +$17.4K 0.01% 225

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
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 $298B AUM 21.96% 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

Roble Belko & Company's TFC Position: Q1 2022 in Review

Roble Belko & Company sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 56 shares — an estimated $3K sold.

Roble Belko & Company first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Roble Belko & Company reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Roble Belko & Company sold 56 Truist Financial shares in Q1 2022, an estimated $3K.
  • Roble Belko & Company first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Roble Belko & Company's Truist Financial position peaked at $18K in Q4 2019.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Roble Belko & Company's 13F filing for Q1 2022, filed 6 May 2022.