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Rockland Trust’s Truist Financial TFC Stock Holding History

Rockland Trust’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
Q2 		– Sell
-3,535
Closed -$200K – 331
2022
Q1 		$200K Buy
+3,535
New +$218K 0.01% 312
2019
Q4 		– Sell
-4,581
Closed -$233K – 273
2019
Q3 		$233K Sell
4,581
-2,071
-31% -$103K 0.02% 245
2019
Q2 		$327K Buy
6,652
+1,156
+21% +$56.6K 0.03% 196
2019
Q1 		$256K Sell
5,496
-379
-6% -$18.5K 0.03% 207
2018
Q4 		$255K Sell
5,875
-774
-12% -$37.2K 0.03% 200
2018
Q3 		$323K Buy
6,649
+312
+5% +$16K 0.04% 174
2018
Q2 		$320K Sell
6,337
-234
-4% -$12.4K 0.04% 163
2018
Q1 		$342K Buy
+6,571
New +$354K 0.05% 163

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
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
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

Rockland Trust's TFC Position: Q2 2022 in Review

Rockland Trust sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,535 shares — an estimated $200K sold.

Rockland Trust first reported a position in TFC in Q1 2018 and held it in 8 quarters. The position peaked at $342K in Q1 2018. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Rockland Trust reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Rockland Trust sold 3,535 Truist Financial shares in Q2 2022, an estimated $200K.
  • Rockland Trust first reported a position in Truist Financial in Q1 2018 and held it in 8 quarters.
  • Rockland Trust's Truist Financial position peaked at $342K in Q1 2018.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Rockland Trust's 13F filing for Q2 2022, filed 13 Jul 2022.