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Summit Wealth Group’s Truist Financial TFC Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-115
Closed -$6K – 199
2021
Q2 		$6K Hold
115
– – 0.01% 123
2021
Q1 		$7K Buy
+115
New +$6.3K 0.01% 110

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's TFC Position: Q3 2021 in Review

Summit Wealth Group sold out of Truist Financial (TFC) in Q3 2021, closing a stake of 115 shares — an estimated $6K sold.

Summit Wealth Group first reported a position in TFC in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 1,385 funds tracked by Wall St. Rank hold TFC as of Q3 2021.

  • Summit Wealth Group reported no remaining Truist Financial position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 115 Truist Financial shares in Q3 2021, an estimated $6K.
  • Summit Wealth Group first reported a position in Truist Financial in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Truist Financial position peaked at $7K in Q1 2021.
  • 1,385 funds tracked by Wall St. Rank held Truist Financial as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.