Symmetry Partners’s Truist Financial TFC Stock Holding History

Symmetry Partners’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	-6,193	Closed	-$241K	–	459
2024 Q2	$241K	Hold	6,193	–	–	0.01%	461
2024 Q1	$241K	Buy	+6,193	New	+$227K	0.02%	488
2023 Q3	–	Sell	-10,267	Closed	-$312K	–	575
2023 Q2	$312K	Hold	10,267	–	–	0.02%	451
2023 Q1	$350K	Hold	10,267	–	–	0.02%	423
2022 Q4	$442K	Hold	10,267	–	–	0.03%	363
2022 Q3	$447K	Buy	10,267 +1,135	+12%	+$54.6K	0.03%	332
2022 Q2	$433K	Hold	9,132	–	–	0.03%	358
2022 Q1	$518K	Hold	9,132	–	–	0.03%	351
2021 Q4	$535K	Hold	9,132	–	–	0.03%	370
2021 Q3	$550K	Sell	9,132 -1,826	-17%	-$102K	0.04%	376
2021 Q2	$608K	Sell	10,958 -1,294	-11%	-$76K	0.04%	356
2021 Q1	$715K	Sell	12,252 -824	-6%	-$45.2K	0.05%	286
2020 Q4	$627K	Buy	13,076 +100	+0.8%	+$4.53K	0.05%	304
2020 Q3	$494K	Buy	+12,976	New	+$489K	0.04%	323
2020 Q2	–	Sell	-13,554	Closed	-$418K	–	350
2020 Q1	$418K	Buy	13,554 +1,067	+9%	+$50.5K	0.09%	140
2019 Q4	$703K	Hold	12,487	–	–	0.15%	94
2019 Q3	$666K	Hold	12,487	–	–	0.14%	99
2019 Q2	$613K	Sell	12,487 -1,690	-12%	-$82.8K	0.13%	122
2019 Q1	$660K	Hold	14,177	–	–	0.11%	117
2018 Q4	$614K	Buy	+14,177	New	+$681K	0.16%	86

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

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Symmetry Partners's TFC Position: Q3 2024 in Review

Symmetry Partners sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 6,193 shares — an estimated $241K sold.

Symmetry Partners first reported a position in TFC in Q4 2018 and held it in 20 quarters. The position peaked at $715K in Q1 2021. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

Symmetry Partners reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 6,193 Truist Financial shares in Q3 2024, an estimated $241K.
Symmetry Partners first reported a position in Truist Financial in Q4 2018 and held it in 20 quarters.
Symmetry Partners's Truist Financial position peaked at $715K in Q1 2021.
1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.