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SYSTM Wealth Solutions’s Truist Financial TFC Stock Holding History

SYSTM Wealth Solutions’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
-7,759
Closed -$301K – 575
2024
Q2 		$301K Sell
7,759
-918
-11% -$34.7K 0.07% 171
2024
Q1 		$338K Sell
8,677
-2,230
-20% -$81.6K 0.04% 330
2023
Q4 		$403K Sell
10,907
-11,779
-52% -$370K 0.06% 293
2023
Q3 		$649K Sell
22,686
-22,389
-50% -$688K 0.1% 240
2023
Q2 		$1.37M Sell
45,075
-1,852
-4% -$57.5K 0.19% 151
2023
Q1 		$1.6M Sell
46,927
-16,867
-26% -$736K 0.25% 107
2022
Q4 		$2.75M Buy
+63,794
New +$2.8M 0.34% 77

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's TFC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 7,759 shares — an estimated $301K sold.

SYSTM Wealth Solutions first reported a position in TFC in Q4 2022 and held it in 7 quarters. The position peaked at $2.75M in Q4 2022. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,759 Truist Financial shares in Q3 2024, an estimated $301K.
  • SYSTM Wealth Solutions first reported a position in Truist Financial in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Truist Financial position peaked at $2.75M in Q4 2022.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.