TDAM USA’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.96M | Sell |
135,910
-18,877
| -12% | -$1.15M | 0.49% | 63 |
|
|
2021
Q3 | $9.08M | Sell |
154,787
-6,619
| -4% | -$370K | 0.6% | 51 |
|
|
2021
Q2 | $8.79M | Buy |
161,406
+12,084
| +8% | +$710K | 0.54% | 58 |
|
|
2021
Q1 | $8.71M | Buy |
149,322
+9,646
| +7% | +$529K | 0.53% | 60 |
|
|
2020
Q4 | $6.7M | Sell |
139,676
-17,322
| -11% | -$784K | 0.42% | 73 |
|
|
2020
Q3 | $5.97M | Sell |
156,998
-3,243
| -2% | -$122K | 0.41% | 72 |
|
|
2020
Q2 | $5.89M | Buy |
160,241
+17,765
| +12% | +$640K | 0.43% | 74 |
|
|
2020
Q1 | $4.39M | Buy |
142,476
+1,791
| +1% | +$84.7K | 0.37% | 89 |
|
|
2019
Q4 | $7.92M | Buy |
140,685
+1,167
| +0.8% | +$63.2K | 0.51% | 72 |
|
|
2019
Q3 | $7.45M | Buy |
139,518
+44,737
| +47% | +$2.22M | 0.53% | 67 |
|
|
2019
Q2 | $4.66M | Buy |
94,781
+76,357
| +414% | +$3.74M | 0.33% | 96 |
|
|
2019
Q1 | $857K | Buy |
18,424
+3,568
| +24% | +$174K | 0.06% | 171 |
|
|
2018
Q4 | $644K | Sell |
14,856
-162
| -1% | -$7.78K | 0.05% | 216 |
|
|
2018
Q3 | $771K | Buy |
15,018
+5,963
| +66% | +$306K | 0.05% | 225 |
|
|
2018
Q2 | $457K | Buy |
9,055
+598
| +7% | +$31.8K | 0.03% | 261 |
|
|
2018
Q1 | $440K | Sell |
8,457
-4,392
| -34% | -$237K | 0.03% | 258 |
|
|
2017
Q4 | $639K | Sell |
12,849
-130
| -1% | -$6.28K | 0.04% | 240 |
|
|
2017
Q3 | $609K | Sell |
12,979
-1,966
| -13% | -$90.4K | 0.04% | 247 |
|
|
2017
Q2 | $682K | Sell |
14,945
-7,270
| -33% | -$316K | 0.04% | 244 |
|
|
2017
Q1 | $993K | Sell |
22,215
-97,484
| -81% | -$4.55M | 0.05% | 209 |
|
|
2016
Q4 | $5.63M | Buy |
119,699
+4,227
| +4% | +$180K | 0.3% | 94 |
|
|
2016
Q3 | $4.36M | Buy |
115,472
+99,898
| +641% | +$3.72M | 0.22% | 110 |
|
|
2016
Q2 | $555K | Sell |
15,574
-20,311
| -57% | -$710K | 0.03% | 272 |
|
|
2016
Q1 | $1.19M | Sell |
35,885
-995
| -3% | -$33.1K | 0.06% | 202 |
|
|
2015
Q4 | $1.39M | Sell |
36,880
-602
| -2% | -$22.6K | 0.07% | 187 |
|
|
2015
Q3 | $1.33M | Buy |
37,482
+6,810
| +22% | +$263K | 0.07% | 185 |
|
|
2015
Q2 | $1.24M | Buy |
30,672
+625
| +2% | +$24.7K | 0.06% | 210 |
|
|
2015
Q1 | $1.17M | Sell |
30,047
-1,405
| -4% | -$53K | 0.05% | 231 |
|
|
2014
Q4 | $1.22M | Sell |
31,452
-1,070
| -3% | -$40.3K | 0.05% | 166 |
|
|
2014
Q3 | $1.21M | Buy |
32,522
+12,950
| +66% | +$489K | 0.05% | 168 |
|
|
2014
Q2 | $772K | Sell |
19,572
-3,062
| -14% | -$117K | 0.03% | 206 |
|
|
2014
Q1 | $909K | Sell |
22,634
-6,031
| -21% | -$231K | 0.04% | 190 |
|
|
2013
Q4 | $1.07M | Buy |
28,665
+17,212
| +150% | +$595K | 0.05% | 176 |
|
|
2013
Q3 | $387K | Sell |
11,453
-34,055
| -75% | -$1.19M | 0.02% | 205 |
|
|
2013
Q2 | $1.5M | Buy |
+45,508
| New | +$1.45M | 0.07% | 126 |
|
Other funds holding TFC
TDAM USA's TFC Position: Q4 2021 in Review
TDAM USA reduced its Truist Financial (TFC) stake by 12% in Q4 2021, selling an estimated $1.15M and leaving 135,910 shares worth $7.96M. The position accounts for 0.49% of the portfolio, ranked #63.
TDAM USA first reported a position in TFC in Q2 2013 and has held it in 35 quarters since. The position peaked at $9.08M in Q3 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2021.
- TDAM USA held 135,910 shares of Truist Financial worth $7.96M as of Q4 2021.
- TDAM USA sold 18,877 Truist Financial shares in Q4 2021, an estimated $1.15M.
- Truist Financial made up 0.49% of TDAM USA's portfolio in Q4 2021, its #63 holding.
- TDAM USA first reported a position in Truist Financial in Q2 2013 and has held it in 35 quarters since.
- TDAM USA's Truist Financial position peaked at $9.08M in Q3 2021.
- 1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.
Based on TDAM USA's 13F filing for Q4 2021, filed 10 Feb 2022.