TCI Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,285
| Closed | -$77.9K | – | 2030 |
|
|
2023
Q1 | $77.9K | Buy |
2,285
+971
| +74% | +$42.4K | 0.01% | 323 |
|
|
2022
Q4 | $56.5K | Sell |
1,314
-283
| -18% | -$12.4K | 0.01% | 375 |
|
|
2022
Q3 | $70K | Sell |
1,597
-197
| -11% | -$9.48K | 0.01% | 306 |
|
|
2022
Q2 | $85K | Sell |
1,794
-27
| -1% | -$1.33K | 0.01% | 270 |
|
|
2022
Q1 | $103K | Hold |
1,821
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $107K | Sell |
1,821
-52
| -3% | -$3.18K | 0.02% | 254 |
|
|
2021
Q3 | $110K | Buy |
1,873
+171
| +10% | +$9.55K | 0.02% | 267 |
|
|
2021
Q2 | $94K | Buy |
1,702
+137
| +9% | +$8.05K | 0.02% | 291 |
|
|
2021
Q1 | $91K | Buy |
1,565
+426
| +37% | +$23.3K | 0.04% | 256 |
|
|
2020
Q4 | $55K | Buy |
1,139
+209
| +22% | +$9.46K | 0.02% | 321 |
|
|
2020
Q3 | $35K | Sell |
930
-28
| -3% | -$1.05K | 0.01% | 365 |
|
|
2020
Q2 | $36K | Buy |
958
+17
| +2% | +$612 | 0.02% | 359 |
|
|
2020
Q1 | $29K | Sell |
941
-86
| -8% | -$4.07K | 0.01% | 401 |
|
|
2019
Q4 | $58K | Buy |
1,027
+945
| +1,152% | +$51.2K | 0.02% | 349 |
|
|
2019
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 892 |
|
|
2019
Q2 | $4K | Sell |
82
-370
| -82% | -$18.1K | ﹤0.01% | 841 |
|
|
2019
Q1 | $21K | Sell |
452
-146
| -24% | -$7.12K | 0.01% | 493 |
|
|
2018
Q4 | $26K | Sell |
598
-2
| -0.3% | -$96 | 0.01% | 434 |
|
|
2018
Q3 | $29K | Buy |
600
+317
| +112% | +$16.3K | 0.01% | 426 |
|
|
2018
Q2 | $14K | Buy |
283
+76
| +37% | +$4.04K | 0.01% | 581 |
|
|
2018
Q1 | $11K | Hold |
207
| – | – | 0.01% | 605 |
|
|
2017
Q4 | $10K | Hold |
207
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $10K | Sell |
207
-14
| -6% | -$644 | ﹤0.01% | 605 |
|
|
2017
Q2 | $10K | Sell |
221
-333
| -60% | -$14.5K | 0.01% | 599 |
|
|
2017
Q1 | $25K | Buy |
554
+469
| +552% | +$21.9K | 0.01% | 413 |
|
|
2016
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 851 |
|
|
2016
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 894 |
|
|
2016
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 860 |
|
|
2016
Q1 | $3K | Sell |
85
-349
| -80% | -$11.6K | ﹤0.01% | 866 |
|
|
2015
Q4 | $16K | Buy |
+434
| New | +$16.3K | 0.01% | 478 |
|
Other funds holding TFC
TCI Wealth Advisors's TFC Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 2,285 shares — an estimated $77.9K sold.
TCI Wealth Advisors first reported a position in TFC in Q4 2015 and held it in 30 quarters. The position peaked at $110K in Q3 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.
- TCI Wealth Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 2,285 Truist Financial shares in Q2 2023, an estimated $77.9K.
- TCI Wealth Advisors first reported a position in Truist Financial in Q4 2015 and held it in 30 quarters.
- TCI Wealth Advisors's Truist Financial position peaked at $110K in Q3 2021.
- 1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.