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Seneca House Advisors’s Truist Financial TFC Stock Holding History

Seneca House 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
2022
Q4 		– Sell
-5,884
Closed -$256K – 86
2022
Q3 		$256K Sell
5,884
-1,390
-19% -$66.9K 0.19% 73
2022
Q2 		$345K Buy
7,274
+382
+6% +$18.8K 0.23% 69
2022
Q1 		$391K Buy
6,892
+13
+0.2% +$803 0.21% 67
2021
Q4 		$403K Buy
6,879
+13
+0.2% +$794 0.21% 67
2021
Q3 		$403K Buy
6,866
+13
+0.2% +$726 0.24% 64
2021
Q2 		$380K Buy
6,853
+270
+4% +$15.9K 0.25% 58
2021
Q1 		$384K Sell
6,583
-591
-8% -$32.4K 0.27% 54
2020
Q4 		$344K Sell
7,174
-618
-8% -$28K 0.25% 58
2020
Q3 		$296K Sell
7,792
-344
-4% -$13K 0.23% 60
2020
Q2 		$305K Buy
8,136
+51
+0.6% +$1.84K 0.26% 58
2020
Q1 		$247K Sell
8,085
-1,750
-18% -$82.8K 0.26% 53
2019
Q4 		$553K Sell
9,835
-250
-2% -$13.5K 0.48% 52
2019
Q3 		$538K Sell
10,085
-150
-1% -$7.43K 0.51% 52
2019
Q2 		$509K Sell
10,235
-1,054
-9% -$51.6K 0.47% 54
2019
Q1 		$526K Sell
11,289
-2,316
-17% -$113K 0.46% 55
2018
Q4 		$590K Buy
13,605
+906
+7% +$43.5K 0.56% 49
2018
Q3 		$616K Sell
12,699
-373
-3% -$19.1K 0.48% 55
2018
Q2 		$660K Buy
13,072
+1,195
+10% +$63.5K 0.54% 50
2018
Q1 		$618K Sell
11,877
-381
-3% -$20.5K 0.52% 50
2017
Q4 		$609K Buy
+12,258
New +$592K 0.52% 51

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

Seneca House Advisors's TFC Position: Q4 2022 in Review

Seneca House Advisors sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,884 shares — an estimated $256K sold.

Seneca House Advisors first reported a position in TFC in Q4 2017 and held it in 20 quarters. The position peaked at $660K in Q2 2018. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • Seneca House Advisors reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • Seneca House Advisors sold 5,884 Truist Financial shares in Q4 2022, an estimated $256K.
  • Seneca House Advisors first reported a position in Truist Financial in Q4 2017 and held it in 20 quarters.
  • Seneca House Advisors's Truist Financial position peaked at $660K in Q2 2018.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Seneca House Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.