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Searle & Co’s Truist Financial TFC Stock Holding History

Searle & Co’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
Q3 		– Sell
-8,644
Closed -$336K – 187
2024
Q2 		$336K Hold
8,644
– – 0.08% 137
2024
Q1 		$337K Hold
8,644
– – 0.09% 122
2023
Q4 		$319K Buy
+8,644
New +$271K 0.09% 128
2023
Q2 		– Sell
-21,435
Closed -$698K – 154
2023
Q1 		$698K Sell
21,435
-500
-2% -$21.8K 0.23% 83
2022
Q4 		$944K Hold
21,935
– – 0.32% 67
2022
Q3 		$955K Hold
21,935
– – 0.37% 67
2022
Q2 		$1.04M Sell
21,935
-115
-0.5% -$5.67K 0.41% 67
2022
Q1 		$1.25M Buy
22,050
+50
+0.2% +$3.09K 0.46% 61
2021
Q4 		$1.29M Sell
22,000
-100
-0.5% -$6.11K 0.47% 62
2021
Q3 		$1.3M Hold
22,100
– – 0.53% 60
2021
Q2 		$1.23M Hold
22,100
– – 0.5% 61
2021
Q1 		$1.29M Hold
22,100
– – 0.57% 56
2020
Q4 		$1.06M Sell
22,100
-100
-0.5% -$4.53K 0.51% 57
2020
Q3 		$845K Sell
22,200
-400
-2% -$15.1K 0.46% 61
2020
Q2 		$849K Sell
22,600
-63
-0.3% -$2.27K 0.49% 59
2020
Q1 		$699K Sell
22,663
-500
-2% -$23.6K 0.5% 62
2019
Q4 		$1.3M Sell
23,163
-787
-3% -$42.6K 0.72% 46
2019
Q3 		$1.28M Hold
23,950
– – 0.75% 45
2019
Q2 		$1.18M Buy
23,950
+400
+2% +$19.6K 0.72% 48
2019
Q1 		$1.1M Buy
23,550
+150
+0.6% +$7.32K 0.68% 48
2018
Q4 		$1.01M Sell
23,400
-400
-2% -$19.2K 0.71% 45
2018
Q3 		$1.16M Hold
23,800
– – 0.68% 49
2018
Q2 		$1.2M Hold
23,800
– – 0.76% 44
2018
Q1 		$1.24M Hold
23,800
– – 0.81% 43
2017
Q4 		$1.18M Hold
23,800
– – 0.74% 48
2017
Q3 		$1.12M Hold
23,800
– – 0.74% 50
2017
Q2 		$1.08M Buy
+23,800
New +$1.03M 0.74% 50

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
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

Searle & Co's TFC Position: Q3 2024 in Review

Searle & Co sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 8,644 shares — an estimated $336K sold.

Searle & Co first reported a position in TFC in Q2 2017 and held it in 27 quarters. The position peaked at $1.3M in Q4 2019. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Searle & Co reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Searle & Co sold 8,644 Truist Financial shares in Q3 2024, an estimated $336K.
  • Searle & Co first reported a position in Truist Financial in Q2 2017 and held it in 27 quarters.
  • Searle & Co's Truist Financial position peaked at $1.3M in Q4 2019.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Searle & Co's 13F filing for Q3 2024, filed 22 Oct 2024.