SFP
TFC icon

Sterling Financial Planning’s Truist Financial TFC Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-756
Closed -$44K – 362
2021
Q3 		$44K Hold
756
– – 0.03% 193
2021
Q2 		$42K Hold
756
– – 0.03% 182
2021
Q1 		$44K Hold
756
– – 0.03% 161
2020
Q4 		$36K Buy
+756
New +$34.2K 0.03% 168

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sterling Financial Planning's TFC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 756 shares — an estimated $44K sold.

Sterling Financial Planning first reported a position in TFC in Q4 2020 and held it in 4 quarters. The position peaked at $44K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 756 Truist Financial shares in Q4 2021, an estimated $44K.
  • Sterling Financial Planning first reported a position in Truist Financial in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Truist Financial position peaked at $44K in Q3 2021.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.