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Schechter Investment Advisors’s Truist Financial TFC Stock Holding History

Schechter Investment 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
2023
Q2 		– Sell
-13,840
Closed -$472K – 697
2023
Q1 		$472K Sell
13,840
-449
-3% -$19.6K 0.04% 421
2022
Q4 		$615K Buy
14,289
+846
+6% +$37.1K 0.06% 435
2022
Q3 		$585K Sell
13,443
-508
-4% -$24.4K 0.06% 457
2022
Q2 		$661K Sell
13,951
-3,307
-19% -$163K 0.06% 433
2022
Q1 		$979K Buy
17,258
+1,933
+13% +$119K 0.09% 311
2021
Q4 		$897K Buy
+15,325
New +$936K 0.08% 339

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's TFC Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 13,840 shares — an estimated $472K sold.

Schechter Investment Advisors first reported a position in TFC in Q4 2021 and held it in 6 quarters. The position peaked at $979K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 13,840 Truist Financial shares in Q2 2023, an estimated $472K.
  • Schechter Investment Advisors first reported a position in Truist Financial in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's Truist Financial position peaked at $979K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.