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Swaine & Leidel Wealth Services’s Truist Financial TFC Stock Holding History

Swaine & Leidel Wealth Services’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 		$270K Buy
+270
New +$16.7K 0.21% 55
2021
Q1 		$270K Sell
4,638
-55
-1% -$3.02K 0.17% 62
2020
Q4 		$225K Buy
+4,693
New +$212K 0.16% 60
2020
Q1 		– Sell
-4,913
Closed -$277K – 66
2019
Q4 		$277K Buy
+4,913
New +$266K 0.23% 50

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Swaine & Leidel Wealth Services's TFC Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Truist Financial (TFC) in Q1 2022: 270 shares worth $270K. The stake represents 0.21% of the portfolio and ranks #55 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in TFC as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in TFC in Q4 2019 and has held it in 4 quarters since. The position peaked at $277K in Q4 2019. 1,508 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Swaine & Leidel Wealth Services held 270 shares of Truist Financial worth $270K as of Q1 2022.
  • Truist Financial was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Truist Financial made up 0.21% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #55 holding.
  • Swaine & Leidel Wealth Services first reported a position in Truist Financial in Q4 2019 and has held it in 4 quarters since.
  • Swaine & Leidel Wealth Services's Truist Financial position peaked at $277K in Q4 2019.
  • 1,508 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.