TAIM
TFC icon

TD Ameritrade Investment Management’s Truist Financial TFC Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-8,489
Closed -$258K – 438
2023
Q2 		$258K Buy
8,489
+1,685
+25% +$52.3K ﹤0.01% 148
2023
Q1 		$232K Sell
6,804
-2,277
-25% -$99.4K ﹤0.01% 167
2022
Q4 		$391K Sell
9,081
-3,122
-26% -$137K ﹤0.01% 148
2022
Q3 		$531K Sell
12,203
-2,999
-20% -$144K 0.01% 135
2022
Q2 		$721K Sell
15,202
-4,598
-23% -$227K 0.01% 132
2022
Q1 		$1.12M Buy
19,800
+1,513
+8% +$93.5K 0.01% 128
2021
Q4 		$1.07M Buy
18,287
+212
+1% +$13K 0.01% 127
2021
Q3 		$688K Buy
18,075
+1,553
+9% +$86.8K 0.01% 133
2021
Q2 		$917K Buy
16,522
+1,885
+13% +$111K 0.01% 123
2021
Q1 		$702K Hold
14,637
– – 0.01% 132
2020
Q4 		$702K Sell
14,637
-3,438
-19% -$156K 0.01% 132
2020
Q3 		$688K Sell
18,075
-1,697
-9% -$63.9K 0.01% 133
2020
Q2 		$742K Sell
19,772
-3,380
-15% -$122K 0.01% 131
2020
Q1 		$714K Sell
23,152
-2,546
-10% -$120K 0.01% 134
2019
Q4 		$1.45M Sell
25,698
-2,095
-8% -$113K 0.01% 113
2019
Q3 		$1.48M Buy
27,793
+5,112
+23% +$253K 0.01% 103
2019
Q2 		$1.11M Buy
22,681
+4,184
+23% +$205K 0.01% 112
2019
Q1 		$861K Buy
18,497
+6,259
+51% +$305K 0.01% 116
2018
Q4 		$530K Buy
12,238
+5,136
+72% +$247K ﹤0.01% 116
2018
Q3 		$345K Buy
7,102
+6,289
+774% +$323K ﹤0.01% 114
2018
Q2 		$41K Buy
+813
New +$43.2K ﹤0.01% 143

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Ameritrade Investment Management's TFC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 8,489 shares — an estimated $258K sold.

TD Ameritrade Investment Management first reported a position in TFC in Q2 2018 and held it in 21 quarters. The position peaked at $1.48M in Q3 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 8,489 Truist Financial shares in Q3 2023, an estimated $258K.
  • TD Ameritrade Investment Management first reported a position in Truist Financial in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Truist Financial position peaked at $1.48M in Q3 2019.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.