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Rockbridge Investment Management’s Truist Financial TFC Stock Holding History

Rockbridge Investment Management’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
-34
Closed -$1.61K – 539
2022
Q2 		$1.61K Hold
34
– – ﹤0.01% 554
2022
Q1 		$1.88K Hold
34
– – ﹤0.01% 703
2021
Q4 		$2K Hold
34
– – ﹤0.01% 736
2021
Q3 		$2K Hold
34
– – ﹤0.01% 687
2021
Q2 		$2K Sell
34
-51
-60% -$3K ﹤0.01% 687
2021
Q1 		$5K Sell
85
-187
-69% -$10.2K ﹤0.01% 585
2020
Q4 		$13K Buy
272
+238
+700% +$10.8K ﹤0.01% 480
2020
Q3 		$1K Sell
34
-1
-3% -$38 ﹤0.01% 631
2020
Q2 		$1K Buy
+35
New +$1.26K ﹤0.01% 607

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockbridge Investment Management's TFC Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 34 shares — an estimated $1.61K sold.

Rockbridge Investment Management first reported a position in TFC in Q2 2020 and held it in 9 quarters. The position peaked at $13K in Q4 2020. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 34 Truist Financial shares in Q3 2022, an estimated $1.61K.
  • Rockbridge Investment Management first reported a position in Truist Financial in Q2 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's Truist Financial position peaked at $13K in Q4 2020.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.