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

Taylor Wealth Management 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
2022 Q2	–	Sell	-129,081	Closed	-$7.32M	–	62
2022 Q1	$7.32M	Sell	129,081 -5,864	-4%	-$362K	2.96%	10
2021 Q4	$7.9M	Sell	134,945 -1,427	-1%	-$87.2K	2.78%	12
2021 Q3	$8M	Sell	136,372 -2,062	-1%	-$115K	2.85%	9
2021 Q2	$7.68M	Sell	138,434 -3,232	-2%	-$190K	2.71%	12
2021 Q1	$8.26M	Buy	141,666 +92,705	+189%	+$5.08M	3.01%	9
2020 Q4	$2.35M	Sell	48,961 -6,341	-11%	-$287K	0.9%	39
2020 Q3	$2.1M	Buy	55,302 +173	+0.3%	+$6.52K	0.96%	37
2020 Q2	$2.07M	Sell	55,129 -11,270	-17%	-$406K	1.05%	34
2020 Q1	$2.05M	Buy	+66,399	New	+$3.14M	1.26%	29
2019 Q2	–	Sell	-55,230	Closed	-$2.57M	–	51
2019 Q1	$2.57M	Sell	55,230 -3,700	-6%	-$180K	1.28%	25
2018 Q4	$2.55M	Sell	58,930 -22,135	-27%	-$1.06M	1.47%	23
2018 Q3	$3.94M	Sell	81,065 -700	-0.9%	-$35.9K	1.67%	23
2018 Q2	$4.12M	Sell	81,765 -1,280	-2%	-$68K	1.83%	22
2018 Q1	$4.32M	Buy	+83,045	New	+$4.47M	2.08%	22

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

Taylor Wealth Management Partners's TFC Position: Q2 2022 in Review

Taylor Wealth Management Partners sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 129,081 shares — an estimated $7.32M sold.

Taylor Wealth Management Partners first reported a position in TFC in Q1 2018 and held it in 14 quarters. The position peaked at $8.26M in Q1 2021. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Taylor Wealth Management Partners reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Taylor Wealth Management Partners sold 129,081 Truist Financial shares in Q2 2022, an estimated $7.32M.
Taylor Wealth Management Partners first reported a position in Truist Financial in Q1 2018 and held it in 14 quarters.
Taylor Wealth Management Partners's Truist Financial position peaked at $8.26M in Q1 2021.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.