Ten Capital Wealth Advisors’s Truist Financial TFC Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-1,665	Closed	-$56.8K	–	500
2023 Q1	$56.8K	Buy	1,665 +174	+12%	+$7.6K	0.02%	208
2022 Q4	$64.2K	Hold	1,491	–	–	0.03%	158
2022 Q3	$65K	Hold	1,491	–	–	0.03%	138
2022 Q2	$71K	Hold	1,491	–	–	0.03%	133
2022 Q1	$85K	Buy	+1,491	New	+$92.1K	0.04%	123
2021 Q4	–	Sell	-200	Closed	-$12K	–	516
2021 Q3	$12K	Buy	+200	New	+$11.2K	0.01%	259

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ten Capital Wealth Advisors's TFC Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 1,665 shares — an estimated $56.8K sold.

Ten Capital Wealth Advisors first reported a position in TFC in Q3 2021 and held it in 6 quarters. The position peaked at $85K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,665 Truist Financial shares in Q2 2023, an estimated $56.8K.
Ten Capital Wealth Advisors first reported a position in Truist Financial in Q3 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's Truist Financial position peaked at $85K in Q1 2022.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.