Systematic Financial Management’s Truist Financial TFC Stock Holding History

Systematic Financial Management’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 Q4	–	Sell	-7,659	Closed	-$219K	–	246
2023 Q3	$219K	Hold	7,659	–	–	0.01%	220
2023 Q2	$232K	Hold	7,659	–	–	0.01%	215
2023 Q1	$261K	Hold	7,659	–	–	0.01%	219
2022 Q4	$330K	Hold	7,659	–	–	0.01%	213
2022 Q3	$333K	Hold	7,659	–	–	0.01%	205
2022 Q2	$363K	Hold	7,659	–	–	0.01%	205
2022 Q1	$434K	Hold	7,659	–	–	0.01%	208
2021 Q4	$448K	Hold	7,659	–	–	0.01%	203
2021 Q3	$449K	Hold	7,659	–	–	0.01%	196
2021 Q2	$425K	Hold	7,659	–	–	0.01%	203
2021 Q1	$447K	Hold	7,659	–	–	0.02%	194
2020 Q4	$367K	Hold	7,659	–	–	0.02%	200
2020 Q3	$291K	Hold	7,659	–	–	0.02%	193
2020 Q2	$288K	Hold	7,659	–	–	0.02%	393
2020 Q1	$236K	Hold	7,659	–	–	0.01%	369
2019 Q4	$431K	Buy	+7,659	New	+$415K	0.02%	438

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Systematic Financial Management's TFC Position: Q4 2023 in Review

Systematic Financial Management sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 7,659 shares — an estimated $219K sold.

Systematic Financial Management first reported a position in TFC in Q4 2019 and held it in 16 quarters. The position peaked at $449K in Q3 2021. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

Systematic Financial Management reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
Systematic Financial Management sold 7,659 Truist Financial shares in Q4 2023, an estimated $219K.
Systematic Financial Management first reported a position in Truist Financial in Q4 2019 and held it in 16 quarters.
Systematic Financial Management's Truist Financial position peaked at $449K in Q3 2021.
1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on Systematic Financial Management's 13F filing for Q4 2023, filed 14 Feb 2024.