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RWA Wealth Partners’s Truist Financial TFC Stock Holding History

RWA Wealth Partners’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
2021
Q4 		– Sell
-3,579
Closed -$210K – 261
2021
Q3 		$210K Sell
3,579
-156
-4% -$8.72K 0.02% 234
2021
Q2 		$207K Buy
+3,735
New +$219K 0.02% 237
2020
Q3 		– Sell
-7,602
Closed -$285K – 234
2020
Q2 		$285K Buy
7,602
+672
+10% +$24.2K 0.03% 177
2020
Q1 		$214K Sell
6,930
-87,998
-93% -$4.16M 0.03% 189
2019
Q4 		$5.35M Buy
94,928
+9,783
+11% +$530K 0.53% 49
2019
Q3 		$4.54M Sell
85,145
-785
-0.9% -$38.9K 0.48% 52
2019
Q2 		$4.22M Sell
85,930
-486
-0.6% -$23.8K 0.45% 54
2019
Q1 		$4.02M Buy
86,416
+1,522
+2% +$74.2K 0.46% 54
2018
Q4 		$3.68M Buy
84,894
+4,984
+6% +$239K 0.48% 56
2018
Q3 		$3.88M Buy
79,910
+1,740
+2% +$89.3K 0.43% 50
2018
Q2 		$3.94M Sell
78,170
-75
-0.1% -$3.98K 0.44% 54
2018
Q1 		$4.07M Sell
78,245
-1,797
-2% -$96.8K 0.52% 43
2017
Q4 		$3.98M Buy
80,042
+438
+0.6% +$21.1K 0.45% 58
2017
Q3 		$3.74M Buy
79,604
+481
+0.6% +$22.1K 0.42% 67
2017
Q2 		$3.59M Buy
79,123
+4,037
+5% +$175K 0.44% 58
2017
Q1 		$3.36M Buy
+75,086
New +$3.51M 0.44% 62

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

RWA Wealth Partners's TFC Position: Q4 2021 in Review

RWA Wealth Partners sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 3,579 shares — an estimated $210K sold.

RWA Wealth Partners first reported a position in TFC in Q1 2017 and held it in 16 quarters. The position peaked at $5.35M in Q4 2019. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • RWA Wealth Partners reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • RWA Wealth Partners sold 3,579 Truist Financial shares in Q4 2021, an estimated $210K.
  • RWA Wealth Partners first reported a position in Truist Financial in Q1 2017 and held it in 16 quarters.
  • RWA Wealth Partners's Truist Financial position peaked at $5.35M in Q4 2019.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on RWA Wealth Partners's 13F filing for Q4 2021, filed 31 Jan 2022.