Standard Family Office’s Truist Financial TFC Stock Holding History

Standard Family Office’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	-200	Closed	-$9K	–	395
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	263
2022 Q2	$9K	Buy	+200	New	+$9.86K	0.09%	110
2022 Q1	–	Sell	-930	Closed	-$54K	–	224
2021 Q4	$54K	Buy	+930	New	+$56.8K	0.48%	52
2021 Q3	–	Sell	-3,609	Closed	-$200K	–	478
2021 Q2	$200K	Hold	3,609	–	–	0.04%	152
2021 Q1	$210K	Hold	3,609	–	–	0.05%	121
2020 Q4	$173K	Buy	+3,609	New	+$163K	0.04%	132

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

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

Standard Family Office's TFC Position: Q4 2022 in Review

Standard Family Office sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 200 shares — an estimated $9K sold.

Standard Family Office first reported a position in TFC in Q4 2020 and held it in 6 quarters. The position peaked at $210K in Q1 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Standard Family Office reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 200 Truist Financial shares in Q4 2022, an estimated $9K.
Standard Family Office first reported a position in Truist Financial in Q4 2020 and held it in 6 quarters.
Standard Family Office's Truist Financial position peaked at $210K in Q1 2021.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.