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Ropes Wealth Advisors’s Truist Financial TFC Stock Holding History

Ropes Wealth Advisors’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
-3,736
Closed -$219K – 308
2021
Q4 		$219K Hold
3,736
– – 0.04% 258
2021
Q3 		$219K Sell
3,736
-838
-18% -$46.8K 0.04% 261
2021
Q2 		$254K Buy
+4,574
New +$269K 0.04% 242
2021
Q1 		– Sell
-2,343
Closed -$112K – 729
2020
Q4 		$112K Sell
2,343
-24
-1% -$1.09K 0.02% 300
2020
Q3 		$90K Buy
2,367
+32
+1% +$1.21K 0.02% 281
2020
Q2 		$88K Buy
2,335
+2,000
+597% +$72K 0.02% 263
2020
Q1 		$10K Hold
335
– – ﹤0.01% 423
2019
Q4 		$19K Hold
335
– – ﹤0.01% 426
2019
Q3 		$18K Hold
335
– – ﹤0.01% 449
2019
Q2 		$16K Hold
335
– – ﹤0.01% 452
2019
Q1 		$16K Sell
335
-1,380
-80% -$67.3K ﹤0.01% 428
2018
Q4 		$74K Sell
1,715
-778
-31% -$37.3K 0.02% 278
2018
Q3 		$121K Sell
2,493
-4,928
-66% -$253K 0.03% 263
2018
Q2 		$374K Hold
7,421
– – 0.1% 169
2018
Q1 		$386K Sell
7,421
-970
-12% -$52.2K 0.11% 163
2017
Q4 		$417K Buy
8,391
+1,035
+14% +$50K 0.11% 155
2017
Q3 		$345K Buy
7,356
+1,350
+22% +$62.1K 0.09% 172
2017
Q2 		$273K Buy
6,006
+415
+7% +$18K 0.08% 191
2017
Q1 		$250K Buy
5,591
+3,772
+207% +$176K 0.07% 198
2016
Q4 		$86K Buy
1,819
+1,365
+301% +$58.1K 0.03% 269
2016
Q3 		$17K Buy
454
+69
+18% +$2.57K 0.01% 377
2016
Q2 		$14K Buy
385
+98
+34% +$3.42K ﹤0.01% 350
2016
Q1 		$10K Buy
287
+225
+363% +$7.47K ﹤0.01% 332
2015
Q4 		$2K Hold
62
– – ﹤0.01% 398
2015
Q3 		$2K Buy
+62
New +$2.39K ﹤0.01% 381

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

Ropes Wealth Advisors's TFC Position: Q1 2022 in Review

Ropes Wealth Advisors sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,736 shares — an estimated $219K sold.

Ropes Wealth Advisors first reported a position in TFC in Q3 2015 and held it in 25 quarters. The position peaked at $417K in Q4 2017. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Ropes Wealth Advisors reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,736 Truist Financial shares in Q1 2022, an estimated $219K.
  • Ropes Wealth Advisors first reported a position in Truist Financial in Q3 2015 and held it in 25 quarters.
  • Ropes Wealth Advisors's Truist Financial position peaked at $417K in Q4 2017.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Ropes Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.