Roffman Miller Associates’s Truist Financial TFC Stock Holding History

Roffman Miller Associates’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 Q3	–	Sell	-800	Closed	-$24.3K	–	152
2023 Q2	$24.3K	Buy	+800	New	+$24.8K	﹤0.01%	94
2020 Q1	–	Sell	-2,720	Closed	-$153K	–	88
2019 Q4	$153K	Buy	+2,720	New	+$147K	0.02%	84

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Roffman Miller Associates's TFC Position: Q3 2023 in Review

Roffman Miller Associates sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 800 shares — an estimated $24.3K sold.

Roffman Miller Associates first reported a position in TFC in Q4 2019 and held it in 2 quarters. The position peaked at $153K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Roffman Miller Associates reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Roffman Miller Associates sold 800 Truist Financial shares in Q3 2023, an estimated $24.3K.
Roffman Miller Associates first reported a position in Truist Financial in Q4 2019 and held it in 2 quarters.
Roffman Miller Associates's Truist Financial position peaked at $153K in Q4 2019.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.