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Simplicity Solutions’s Truist Financial TFC Stock Holding History

Simplicity Solutions’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
Q4 		$1.1M Buy
29,802
+1,643
+6% +$51.6K 0.03% 418
2023
Q3 		$806K Sell
28,159
-4,607
-14% -$142K 0.03% 465
2023
Q2 		$994K Buy
32,766
+3,495
+12% +$109K 0.03% 467
2023
Q1 		$998K Buy
29,271
+3,674
+14% +$160K 0.03% 486
2022
Q4 		$1.1M Sell
25,597
-799
-3% -$35K 0.15% 170
2022
Q3 		$1.15M Buy
26,396
+3,018
+13% +$145K 0.17% 147
2022
Q2 		$1.11M Buy
23,378
+4,043
+21% +$199K 0.14% 169
2022
Q1 		$1.1M Sell
19,335
-5,349
-22% -$330K 0.13% 163
2021
Q4 		$1.45M Buy
24,684
+5,869
+31% +$359K 0.16% 166
2021
Q3 		$1.1M Buy
18,815
+9,851
+110% +$550K 0.17% 131
2021
Q2 		$498K Buy
8,964
+2,667
+42% +$157K 0.1% 224
2021
Q1 		$367K Sell
6,297
-37,686
-86% -$2.07M 0.08% 263
2020
Q4 		$2.11M Sell
43,983
-4,716
-10% -$214K 0.03% 377
2020
Q3 		$1.85M Sell
48,699
-11,038
-18% -$416K 0.03% 346
2020
Q2 		$2.24M Buy
59,737
+31,639
+113% +$1.14M 0.04% 293
2020
Q1 		$867K Buy
28,098
+10,549
+60% +$499K 0.03% 376
2019
Q4 		$988K Buy
17,549
+12,980
+284% +$703K 0.03% 386
2019
Q3 		$244K Sell
4,569
-3,882
-46% -$192K 0.01% 626
2019
Q2 		$415K Sell
8,451
-14,689
-63% -$720K 0.02% 409
2019
Q1 		$1.08M Buy
23,140
+5,003
+28% +$244K 0.06% 241
2018
Q4 		$785K Buy
18,137
+13,869
+325% +$666K 0.1% 220
2018
Q3 		$207K Sell
4,268
-3,743
-47% -$192K 0.01% 521
2018
Q2 		$404K Buy
+8,011
New +$426K 0.03% 287
2016
Q1 		– Sell
-12,933
Closed -$489K – 489
2015
Q4 		$489K Buy
+12,933
New +$486K 0.06% 452

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Simplicity Solutions's TFC Position: Q4 2023 in Review

Simplicity Solutions increased its Truist Financial (TFC) stake by 5.8% in Q4 2023, buying an estimated $51.6K and bringing the position to 29,802 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #418.

Simplicity Solutions first reported a position in TFC in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.24M in Q2 2020. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • Simplicity Solutions held 29,802 shares of Truist Financial worth $1.1M as of Q4 2023.
  • Simplicity Solutions bought 1,643 Truist Financial shares in Q4 2023, an estimated $51.6K.
  • Truist Financial made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #418 holding.
  • Simplicity Solutions first reported a position in Truist Financial in Q4 2015 and has held it in 24 quarters since.
  • Simplicity Solutions's Truist Financial position peaked at $2.24M in Q2 2020.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.