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Samalin Investment Counsel’s Truist Financial TFC Stock Holding History

Samalin Investment Counsel’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
2024
Q1 		– Sell
-7,513
Closed -$277K – 288
2023
Q4 		$277K Sell
7,513
-137
-2% -$4.3K 0.14% 216
2023
Q3 		$219K Sell
7,650
-102
-1% -$3.14K 0.13% 228
2023
Q2 		$235K Buy
7,752
+996
+15% +$30.9K 0.13% 222
2023
Q1 		$230K Buy
6,756
+1,423
+27% +$62.1K 0.14% 202
2022
Q4 		$229K Buy
5,333
+259
+5% +$11.4K 0.15% 196
2022
Q3 		$221K Buy
5,074
+5
+0.1% +$241 0.16% 185
2022
Q2 		$240K Buy
5,069
+5
+0.1% +$247 0.17% 183
2022
Q1 		$287K Buy
5,064
+1,293
+34% +$79.9K 0.17% 174
2021
Q4 		$221K Buy
3,771
+195
+5% +$11.9K 0.13% 214
2021
Q3 		$210K Buy
+3,576
New +$200K 0.14% 217
2021
Q2 		– Sell
-3,441
Closed -$200K – 244
2021
Q1 		$200K Buy
+3,441
New +$189K 0.13% 220
2020
Q1 		– Sell
-2,566
Closed -$144K – 474
2019
Q4 		$144K Buy
+2,566
New +$139K 0.12% 185

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Samalin Investment Counsel's TFC Position: Q1 2024 in Review

Samalin Investment Counsel sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 7,513 shares — an estimated $277K sold.

Samalin Investment Counsel first reported a position in TFC in Q4 2019 and held it in 12 quarters. The position peaked at $287K in Q1 2022. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Samalin Investment Counsel reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 7,513 Truist Financial shares in Q1 2024, an estimated $277K.
  • Samalin Investment Counsel first reported a position in Truist Financial in Q4 2019 and held it in 12 quarters.
  • Samalin Investment Counsel's Truist Financial position peaked at $287K in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Samalin Investment Counsel's 13F filing for Q1 2024, filed 13 May 2024.