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SpiderRock Advisors’s Truist Financial TFC Stock Holding History

SpiderRock 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
2024
Q3 		$7.75M Sell
181,232
-357,336
-66% -$15.1M 0.12% 129
2024
Q2 		$20.9M Buy
538,568
+13,672
+3% +$516K 0.42% 43
2024
Q1 		$18.3M Buy
+524,896
New +$19.2M 0.46% 48
2017
Q1 		– Hold
0
– – – 824

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SpiderRock Advisors's TFC Position: Q3 2024 in Review

SpiderRock Advisors reduced its Truist Financial (TFC) stake by 66% in Q3 2024, selling an estimated $15.1M and leaving 181,232 shares worth $7.75M. The position accounts for 0.12% of the portfolio, ranked #129.

SpiderRock Advisors first reported a position in TFC in Q1 2024 and has held it in 3 quarters since. The position peaked at $20.9M in Q2 2024. 1,476 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • SpiderRock Advisors held 181,232 shares of Truist Financial worth $7.75M as of Q3 2024.
  • SpiderRock Advisors sold 357,336 Truist Financial shares in Q3 2024, an estimated $15.1M.
  • Truist Financial made up 0.12% of SpiderRock Advisors's portfolio in Q3 2024, its #129 holding.
  • SpiderRock Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Truist Financial position peaked at $20.9M in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.