SSI Investment Management’s Truist Financial TFC Stock Holding History

SSI Investment Management’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 Q1	–	Sell	-3,499	Closed	-$206K	–	328
2021 Q4	$206K	Hold	3,499	–	–	0.01%	311
2021 Q3	$206K	Buy	+3,499	New	+$196K	0.01%	302
2021 Q2	–	Sell	-3,515	Closed	-$206K	–	329
2021 Q1	$206K	Buy	+3,515	New	+$193K	0.01%	297
2020 Q1	–	Sell	-3,959	Closed	-$224K	–	267
2019 Q4	$224K	Buy	+3,959	New	+$214K	0.01%	269

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SSI Investment Management's TFC Position: Q1 2022 in Review

SSI Investment Management sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,499 shares — an estimated $206K sold.

SSI Investment Management first reported a position in TFC in Q4 2019 and held it in 4 quarters. The position peaked at $224K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

SSI Investment Management reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
SSI Investment Management sold 3,499 Truist Financial shares in Q1 2022, an estimated $206K.
SSI Investment Management first reported a position in Truist Financial in Q4 2019 and held it in 4 quarters.
SSI Investment Management's Truist Financial position peaked at $224K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on SSI Investment Management's 13F filing for Q1 2022, filed 10 May 2022.