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Segment Wealth Management’s Truist Financial TFC Stock Holding History

Segment Wealth 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
2022
Q2 		– Sell
-5,366
Closed -$304K – 260
2022
Q1 		$304K Sell
5,366
-1,206
-18% -$74.5K 0.03% 210
2021
Q4 		$385K Buy
+6,572
New +$402K 0.04% 186
2020
Q1 		– Sell
-9,296
Closed -$523K – 228
2019
Q4 		$523K Buy
+9,296
New +$503K 0.09% 146

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Segment Wealth Management's TFC Position: Q2 2022 in Review

Segment Wealth Management sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 5,366 shares — an estimated $304K sold.

Segment Wealth Management first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $523K in Q4 2019. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

  • Segment Wealth Management reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
  • Segment Wealth Management sold 5,366 Truist Financial shares in Q2 2022, an estimated $304K.
  • Segment Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Segment Wealth Management's Truist Financial position peaked at $523K in Q4 2019.
  • 1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Segment Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.