Shorepoint Capital Partners’s Truist Financial TFC Stock Holding History

Shorepoint Capital Partners’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
2023 Q2	–	Sell	-65,948	Closed	-$2.25M	–	120
2023 Q1	$2.25M	Buy	65,948 +136	+0.2%	+$5.94K	0.64%	57
2022 Q4	$2.83M	Buy	65,812 +3,672	+6%	+$161K	0.79%	46
2022 Q3	$2.71M	Buy	62,140 +7,044	+13%	+$339K	1.29%	34
2022 Q2	$2.61M	Buy	55,096 +6,658	+14%	+$328K	1.1%	41
2022 Q1	$2.75M	Buy	48,438 +6,777	+16%	+$419K	1.15%	41
2021 Q4	$2.44M	Buy	+41,661	New	+$2.55M	0.99%	43

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shorepoint Capital Partners's TFC Position: Q2 2023 in Review

Shorepoint Capital Partners sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 65,948 shares — an estimated $2.25M sold.

Shorepoint Capital Partners first reported a position in TFC in Q4 2021 and held it in 6 quarters. The position peaked at $2.83M in Q4 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Shorepoint Capital Partners reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Shorepoint Capital Partners sold 65,948 Truist Financial shares in Q2 2023, an estimated $2.25M.
Shorepoint Capital Partners first reported a position in Truist Financial in Q4 2021 and held it in 6 quarters.
Shorepoint Capital Partners's Truist Financial position peaked at $2.83M in Q4 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Shorepoint Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.