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Taylor Hoffman Wealth Management’s Truist Financial TFC Stock Holding History

Taylor Hoffman Wealth 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
2024
Q2 		$400K Hold
10,188
– – 0.16% 81
2024
Q1 		$397K Sell
10,188
-481
-5% -$17.6K 0.17% 81
2023
Q4 		$394K Sell
10,669
-415
-4% -$13K 0.18% 80
2023
Q3 		$317K Hold
11,084
– – 0.16% 85
2023
Q2 		$336K Buy
11,084
+3,609
+48% +$112K 0.17% 84
2023
Q1 		$255K Buy
7,475
+1,415
+23% +$61.8K 0.14% 98
2022
Q4 		$261K Sell
6,060
-13,939
-70% -$611K 0.16% 89
2022
Q3 		$871K Buy
19,999
+7
+0% +$337 0.46% 64
2022
Q2 		$964K Buy
19,992
+6
+0% +$296 0.47% 68
2022
Q1 		$1.13M Buy
19,986
+5
+0% +$309 0.45% 66
2021
Q4 		$1.17M Buy
19,981
+355
+2% +$21.7K 0.45% 66
2021
Q3 		$1.18M Sell
19,626
-428
-2% -$23.9K 0.51% 66
2021
Q2 		$1.11M Buy
20,054
+1,159
+6% +$68.1K 0.48% 69
2021
Q1 		$1.1M Buy
18,895
+4
+0% +$219 0.5% 68
2020
Q4 		$905K Sell
18,891
-184
-1% -$8.33K 0.46% 67
2020
Q3 		$726K Sell
19,075
-2,855
-13% -$108K 0.43% 69
2020
Q2 		$823K Buy
21,930
+89
+0.4% +$3.21K 0.52% 68
2020
Q1 		$674K Sell
21,841
-1,563
-7% -$73.9K 0.65% 60
2019
Q4 		$1.32M Buy
23,404
+5,386
+30% +$292K 0.85% 39
2019
Q3 		$962K Sell
18,018
-2,790
-13% -$138K 0.68% 48
2019
Q2 		$1.02M Sell
20,808
-1,887
-8% -$92.4K 0.82% 42
2019
Q1 		$1.06M Buy
22,695
+7
+0% +$341 0.78% 39
2018
Q4 		$983K Buy
22,688
+4,460
+24% +$214K 0.88% 38
2018
Q3 		$885K Sell
18,228
-69
-0.4% -$3.54K 0.7% 42
2018
Q2 		$923K Buy
18,297
+7
+0% +$372 0.8% 39
2018
Q1 		$952K Buy
18,290
+879
+5% +$47.3K 0.87% 34
2017
Q4 		$866K Buy
+17,411
New +$841K 0.83% 34

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Taylor Hoffman Wealth Management's TFC Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Truist Financial (TFC) position steady in Q2 2024 at 10,188 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #81.

Taylor Hoffman Wealth Management first reported a position in TFC in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.32M in Q4 2019. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Taylor Hoffman Wealth Management held 10,188 shares of Truist Financial worth $400K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its Truist Financial share count unchanged in Q2 2024.
  • Truist Financial made up 0.16% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #81 holding.
  • Taylor Hoffman Wealth Management first reported a position in Truist Financial in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Truist Financial position peaked at $1.32M in Q4 2019.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.