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SPC Financial Inc’s Truist Financial TFC Stock Holding History

SPC Financial Inc’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
-5,000
Closed -$218K – 210
2022
Q3 		$218K Sell
5,000
-50
-1% -$2.41K 0.03% 178
2022
Q2 		$240K Buy
5,050
+600
+13% +$29.6K 0.03% 179
2022
Q1 		$252K Buy
4,450
+450
+11% +$27.8K 0.03% 170
2021
Q4 		$234K Hold
4,000
– – 0.03% 175
2021
Q3 		$235K Buy
+4,000
New +$224K 0.03% 164
2019
Q2 		– Sell
-31,034
Closed -$1.44M – 136
2019
Q1 		$1.44M Buy
31,034
+9,000
+41% +$439K 0.31% 51
2018
Q4 		$955K Sell
22,034
-400
-2% -$19.2K 0.26% 58
2018
Q3 		$1.09M Sell
22,434
-800
-3% -$41.1K 0.22% 62
2018
Q2 		$1.17M Buy
23,234
+2,465
+12% +$131K 0.26% 56
2018
Q1 		$1.08M Buy
20,769
+13,225
+175% +$712K 0.25% 57
2017
Q4 		$375K Sell
7,544
-600
-7% -$29K 0.09% 90
2017
Q3 		$382K Sell
8,144
-700
-8% -$32.2K 0.09% 89
2017
Q2 		$402K Sell
8,844
-300
-3% -$13K 0.11% 81
2017
Q1 		$409K Sell
9,144
-2,167
-19% -$101K 0.11% 83
2016
Q4 		$532K Buy
+11,311
New +$481K 0.16% 67

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

SPC Financial Inc's TFC Position: Q4 2022 in Review

SPC Financial Inc sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,000 shares — an estimated $218K sold.

SPC Financial Inc first reported a position in TFC in Q4 2016 and held it in 15 quarters. The position peaked at $1.44M in Q1 2019. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

  • SPC Financial Inc reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
  • SPC Financial Inc sold 5,000 Truist Financial shares in Q4 2022, an estimated $218K.
  • SPC Financial Inc first reported a position in Truist Financial in Q4 2016 and held it in 15 quarters.
  • SPC Financial Inc's Truist Financial position peaked at $1.44M in Q1 2019.
  • 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on SPC Financial Inc's 13F filing for Q4 2022, filed 1 Feb 2023.