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Sargent Bickham Lagudis’s Truist Financial TFC Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$247K Sell
5,739
-2,792
-33% -$122K 0.02% 244
2022
Q3 		$372K Buy
8,531
+118
+1% +$5.68K 0.03% 193
2022
Q2 		$399K Sell
8,413
-729
-8% -$36K 0.03% 197
2022
Q1 		$518K Sell
9,142
-3,158
-26% -$195K 0.04% 180
2021
Q4 		$720K Buy
12,300
+457
+4% +$27.9K 0.05% 150
2021
Q3 		$695K Buy
11,843
+2,442
+26% +$136K 0.06% 147
2021
Q2 		$522K Buy
9,401
+2,635
+39% +$155K 0.04% 166
2021
Q1 		$395K Buy
6,766
+2,386
+54% +$131K 0.03% 177
2020
Q4 		$210K Buy
4,380
+1,056
+32% +$47.8K 0.02% 229
2020
Q3 		$126K Buy
3,324
+2,824
+565% +$106K 0.01% 266
2020
Q2 		$19K Buy
+500
New +$18K ﹤0.01% 503
2020
Q1 		– Sell
-123
Closed -$7K – 914
2019
Q4 		$7K Buy
+123
New +$6.66K ﹤0.01% 661
2018
Q1 		– Sell
-104
Closed -$5K – 805
2017
Q4 		$5K Sell
104
-425
-80% -$20.5K ﹤0.01% 691
2017
Q3 		$25K Hold
529
– – ﹤0.01% 466
2017
Q2 		$24K Hold
529
– – ﹤0.01% 457
2017
Q1 		$24K Buy
529
+104
+24% +$4.86K ﹤0.01% 464
2016
Q4 		$20K Hold
425
– – ﹤0.01% 463
2016
Q3 		$16 Buy
+425
New +$15.8K ﹤0.01% 503

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sargent Bickham Lagudis's TFC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Truist Financial (TFC) stake by 33% in Q4 2022, selling an estimated $122K and leaving 5,739 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #244.

Sargent Bickham Lagudis first reported a position in TFC in Q3 2016 and has held it in 18 quarters since. The position peaked at $720K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Sargent Bickham Lagudis held 5,739 shares of Truist Financial worth $247K as of Q4 2022.
  • Sargent Bickham Lagudis sold 2,792 Truist Financial shares in Q4 2022, an estimated $122K.
  • Truist Financial made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #244 holding.
  • Sargent Bickham Lagudis first reported a position in Truist Financial in Q3 2016 and has held it in 18 quarters since.
  • Sargent Bickham Lagudis's Truist Financial position peaked at $720K in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.