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Shepherd Kaplan Krochuk’s Truist Financial TFC Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-21,637
Closed -$1.03M – 186
2022
Q2 		$1.03M Buy
21,637
+2,403
+12% +$119K 0.45% 46
2022
Q1 		$1.09M Buy
+19,234
New +$1.19M 0.41% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shepherd Kaplan Krochuk's TFC Position: Q3 2022 in Review

Shepherd Kaplan Krochuk sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 21,637 shares — an estimated $1.03M sold.

Shepherd Kaplan Krochuk first reported a position in TFC in Q1 2022 and held it in 2 quarters. The position peaked at $1.09M in Q1 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • Shepherd Kaplan Krochuk reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 21,637 Truist Financial shares in Q3 2022, an estimated $1.03M.
  • Shepherd Kaplan Krochuk first reported a position in Truist Financial in Q1 2022 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Truist Financial position peaked at $1.09M in Q1 2022.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2022, filed 9 Nov 2022.