SFMG Wealth Advisors’s Truist Financial TFC Stock Holding History

SFMG Wealth 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 Q2	–	Sell	-3,892	Closed	-$221K	–	314
2022 Q1	$221K	Buy	3,892 +156	+4%	+$9.64K	0.02%	253
2021 Q4	$219K	Buy	+3,736	New	+$228K	0.02%	256

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SFMG Wealth Advisors's TFC Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,892 shares — an estimated $221K sold.

SFMG Wealth Advisors first reported a position in TFC in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q1 2022. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

SFMG Wealth Advisors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 3,892 Truist Financial shares in Q2 2022, an estimated $221K.
SFMG Wealth Advisors first reported a position in Truist Financial in Q4 2021 and held it in 2 quarters.
SFMG Wealth Advisors's Truist Financial position peaked at $221K in Q1 2022.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.