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Sutton Wealth Advisors’s Truist Financial TFC Stock Holding History

Sutton 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
2023
Q3 		$50K Buy
1,747
+8
+0.5% +$246 0.02% 225
2023
Q2 		$52.8K Sell
1,739
-162
-9% -$5.03K 0.03% 219
2023
Q1 		$64.8K Sell
1,901
-3,167
-62% -$138K 0.03% 188
2022
Q4 		$218K Sell
5,068
-146
-3% -$6.4K 0.08% 162
2022
Q3 		$227K Buy
5,214
+79
+2% +$3.8K 0.09% 155
2022
Q2 		$244K Buy
5,135
+70
+1% +$3.45K 0.1% 145
2022
Q1 		$287K Buy
5,065
+13
+0.3% +$803 0.1% 144
2021
Q4 		$296K Sell
5,052
-21
-0.4% -$1.28K 0.1% 136
2021
Q3 		$298K Buy
5,073
+8
+0.2% +$447 0.11% 130
2021
Q2 		$281K Hold
5,065
– – 0.1% 136
2021
Q1 		$295K Buy
5,065
+11
+0.2% +$603 0.12% 127
2020
Q4 		$242K Buy
5,054
+22
+0.4% +$996 0.1% 138
2020
Q3 		$191K Buy
5,032
+33
+0.7% +$1.24K 0.09% 146
2020
Q2 		$188K Sell
4,999
-9,291
-65% -$335K 0.1% 147
2020
Q1 		$441K Sell
14,290
-510
-3% -$24.1K 0.28% 63
2019
Q4 		$834K Buy
14,800
+10,340
+232% +$560K 0.43% 47
2019
Q3 		$238K Sell
4,460
-722
-14% -$35.8K 0.13% 126
2019
Q2 		$255K Hold
5,182
– – 0.15% 116
2019
Q1 		$241K Hold
5,182
– – 0.14% 118
2018
Q4 		$224K Buy
5,182
+470
+10% +$22.6K 0.14% 114
2018
Q3 		$229K Hold
4,712
– – 0.15% 116
2018
Q2 		$238K Hold
4,712
– – 0.17% 104
2018
Q1 		$245K Hold
4,712
– – 0.18% 101
2017
Q4 		$234K Hold
4,712
– – 0.17% 109
2017
Q3 		$221K Hold
4,712
– – 0.17% 102
2017
Q2 		$214K Hold
4,712
– – 0.17% 105
2017
Q1 		$211K Hold
4,712
– – 0.18% 98
2016
Q4 		$222K Hold
4,712
– – 0.2% 85
2016
Q3 		$178K Hold
4,712
– – 0.16% 105
2016
Q2 		$168K Buy
4,712
+543
+13% +$19K 0.16% 111
2016
Q1 		$139K Buy
+4,169
New +$138K 0.13% 139

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's TFC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Truist Financial (TFC) stake by 0.46% in Q3 2023, buying an estimated $246 and bringing the position to 1,747 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #225.

Sutton Wealth Advisors first reported a position in TFC in Q1 2016 and has held it in 31 quarters since. The position peaked at $834K in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Sutton Wealth Advisors held 1,747 shares of Truist Financial worth $50K as of Q3 2023.
  • Sutton Wealth Advisors bought 8 Truist Financial shares in Q3 2023, an estimated $246.
  • Truist Financial made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #225 holding.
  • Sutton Wealth Advisors first reported a position in Truist Financial in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Truist Financial position peaked at $834K in Q4 2019.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.