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Summit X LLC’s Truist Financial TFC Stock Holding History

Summit X LLC’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
Q3 		– Sell
-5,297
Closed -$208K – 232
2024
Q2 		$208K Buy
+5,297
New +$200K 0.05% 226
2020
Q4 		– Sell
-2,041
Closed -$609 – 413
2020
Q3 		$609 Buy
+2,041
New +$76.9K 0.01% 288
2020
Q1 		– Sell
-10,308
Closed -$578K – 252
2019
Q4 		$578K Buy
10,308
+735
+8% +$39.8K 0.21% 117
2019
Q3 		$514K Buy
9,573
+465
+5% +$23K 0.21% 127
2019
Q2 		$443K Buy
9,108
+613
+7% +$30K 0.18% 135
2019
Q1 		$393K Buy
8,495
+900
+12% +$43.9K 0.17% 152
2018
Q4 		$328K Sell
7,595
-1,051
-12% -$50.5K 0.19% 147
2018
Q3 		$416K Buy
8,646
+455
+6% +$23.3K 0.2% 136
2018
Q2 		$422K Buy
8,191
+1,452
+22% +$77.1K 0.24% 117
2018
Q1 		$351K Buy
+6,739
New +$363K 0.21% 129

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit X LLC's TFC Position: Q3 2024 in Review

Summit X LLC sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 5,297 shares — an estimated $208K sold.

Summit X LLC first reported a position in TFC in Q1 2018 and held it in 10 quarters. The position peaked at $578K in Q4 2019. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Summit X LLC reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 5,297 Truist Financial shares in Q3 2024, an estimated $208K.
  • Summit X LLC first reported a position in Truist Financial in Q1 2018 and held it in 10 quarters.
  • Summit X LLC's Truist Financial position peaked at $578K in Q4 2019.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.