Sabadell Asset Management’s Truist Financial TFC Stock Holding History

Sabadell Asset 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
2023 Q2	–	Sell	-30,369	Closed	-$972K	–	105
2023 Q1	$972K	Buy	30,369 +8,023	+36%	+$350K	0.21%	87
2022 Q4	$1.04M	Hold	22,346	–	–	0.22%	92
2022 Q3	$1.02M	Buy	22,346 +1,603	+8%	+$77.1K	0.23%	80
2022 Q2	$938K	Hold	20,743	–	–	0.2%	106
2022 Q1	$1.12M	Hold	20,743	–	–	0.19%	110
2021 Q4	$1.39M	Hold	20,743	–	–	0.22%	87
2021 Q3	$1.22M	Hold	20,743	–	–	0.21%	88
2021 Q2	$1.15M	Buy	+20,743	New	+$1.22M	0.2%	96

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sabadell Asset Management's TFC Position: Q2 2023 in Review

Sabadell Asset Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 30,369 shares — an estimated $972K sold.

Sabadell Asset Management first reported a position in TFC in Q2 2021 and held it in 8 quarters. The position peaked at $1.39M in Q4 2021. 1,309 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Sabadell Asset Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Sabadell Asset Management sold 30,369 Truist Financial shares in Q2 2023, an estimated $972K.
Sabadell Asset Management first reported a position in Truist Financial in Q2 2021 and held it in 8 quarters.
Sabadell Asset Management's Truist Financial position peaked at $1.39M in Q4 2021.
1,309 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Sabadell Asset Management's 13F filing for Q2 2023, filed 23 Jan 2024.