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TFO Wealth Partners’s Truist Financial TFC Stock Holding History

TFO Wealth 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
Q3 		– Sell
-93
Closed -$4K – 459
2022
Q2 		$4K Buy
+93
New +$4.59K ﹤0.01% 241
2020
Q4 		– Sell
-62
Closed -$2K – 157
2020
Q3 		$2K Buy
+62
New +$2.34K ﹤0.01% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's TFC Position: Q3 2022 in Review

TFO Wealth Partners sold out of Truist Financial (TFC) in Q3 2022, closing a stake of 93 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in TFC in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

  • TFO Wealth Partners reported no remaining Truist Financial position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 93 Truist Financial shares in Q3 2022, an estimated $4K.
  • TFO Wealth Partners first reported a position in Truist Financial in Q3 2020 and held it in 2 quarters.
  • TFO Wealth Partners's Truist Financial position peaked at $4K in Q2 2022.
  • 1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.