Stonebridge Financial Planning Group’s Truist Financial TFC Stock Holding History

Stonebridge Financial Planning Group’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	-609	Closed	-$38K	–	339
2021 Q4	$38K	Hold	609	–	–	0.02%	237
2021 Q3	$40K	Hold	609	–	–	0.02%	239
2021 Q2	$34K	Hold	609	–	–	0.02%	249
2021 Q1	$37K	Hold	609	–	–	0.02%	236
2020 Q4	$29K	Sell	609 -200	-25%	-$9.05K	0.02%	241
2020 Q3	$34K	Sell	809 -212	-21%	-$7.99K	0.02%	220
2020 Q2	$37K	Sell	1,021 -150	-13%	-$5.4K	0.03%	203
2020 Q1	$38K	Buy	1,171 +150	+15%	+$7.09K	0.04%	190
2019 Q4	$58K	Buy	+1,021	New	+$55.3K	0.05%	165

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

Stonebridge Financial Planning Group's TFC Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 609 shares — an estimated $38K sold.

Stonebridge Financial Planning Group first reported a position in TFC in Q4 2019 and held it in 9 quarters. The position peaked at $58K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 609 Truist Financial shares in Q1 2022, an estimated $38K.
Stonebridge Financial Planning Group first reported a position in Truist Financial in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Truist Financial position peaked at $58K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.