Swarthmore Group’s Truist Financial TFC Stock Holding History

Swarthmore 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
2022 Q2	–	Sell	-47,761	Closed	-$2.71M	–	58
2022 Q1	$2.71M	Sell	47,761 -485	-1%	-$30K	0.69%	52
2021 Q4	$2.83M	Sell	48,246 -3,054	-6%	-$187K	0.67%	47
2021 Q3	$2.85M	Hold	51,300	–	–	0.74%	40
2021 Q2	$2.85M	Buy	+51,300	New	+$3.01M	0.74%	40

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Swarthmore Group's TFC Position: Q2 2022 in Review

Swarthmore Group sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 47,761 shares — an estimated $2.71M sold.

Swarthmore Group first reported a position in TFC in Q2 2021 and held it in 4 quarters. The position peaked at $2.85M in Q3 2021. 1,447 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Swarthmore Group reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Swarthmore Group sold 47,761 Truist Financial shares in Q2 2022, an estimated $2.71M.
Swarthmore Group first reported a position in Truist Financial in Q2 2021 and held it in 4 quarters.
Swarthmore Group's Truist Financial position peaked at $2.85M in Q3 2021.
1,447 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.