SWA
TFC icon

Stratos Wealth Advisors’s Truist Financial TFC Stock Holding History

Stratos Wealth 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
Q4 		– Sell
-16,120
Closed -$689K – 769
2024
Q3 		$689K Sell
16,120
-23
-0.1% -$971 0.03% 424
2024
Q2 		$627K Buy
16,143
+218
+1% +$8.23K 0.03% 418
2024
Q1 		$621K Buy
15,925
+63
+0.4% +$2.31K 0.04% 418
2023
Q4 		$586K Sell
15,862
-410
-3% -$12.9K 0.03% 436
2023
Q3 		$466K Sell
16,272
-268
-2% -$8.24K 0.03% 438
2023
Q2 		$502K Buy
16,540
+202
+1% +$6.27K 0.04% 429
2023
Q1 		$557K Sell
16,338
-1,515
-8% -$66.1K 0.04% 398
2022
Q4 		$768K Buy
17,853
+384
+2% +$16.8K 0.06% 326
2022
Q3 		$761K Sell
17,469
-4,000
-19% -$192K 0.08% 285
2022
Q2 		$1.02M Buy
21,469
+200
+0.9% +$9.86K 0.09% 272
2022
Q1 		$1.21M Sell
21,269
-204
-1% -$12.6K 0.1% 244
2021
Q4 		$1.26M Sell
21,473
-1,472
-6% -$89.9K 0.09% 252
2021
Q3 		$1.35M Sell
22,945
-2,107
-8% -$118K 0.12% 213
2021
Q2 		$1.39M Sell
25,052
-4,200
-14% -$247K 0.12% 196
2021
Q1 		$1.71M Sell
29,252
-527
-2% -$28.9K 0.18% 156
2020
Q4 		$1.43M Buy
+29,779
New +$1.35M 0.2% 126
2020
Q3 		– Sell
-5,542
Closed -$208K – 318
2020
Q2 		$208K Buy
+5,542
New +$200K 0.06% 253

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Advisors's TFC Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 16,120 shares — an estimated $689K sold.

Stratos Wealth Advisors first reported a position in TFC in Q2 2020 and held it in 17 quarters. The position peaked at $1.71M in Q1 2021. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 16,120 Truist Financial shares in Q4 2024, an estimated $689K.
  • Stratos Wealth Advisors first reported a position in Truist Financial in Q2 2020 and held it in 17 quarters.
  • Stratos Wealth Advisors's Truist Financial position peaked at $1.71M in Q1 2021.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.