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Thrive Capital Management (Pennsylvania)’s Truist Financial TFC Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2024
Q1 		– Sell
-6,543
Closed -$242K – 201
2023
Q4 		$242K Sell
6,543
-2,174
-25% -$68.3K 0.13% 124
2023
Q3 		$249K Sell
8,717
-33
-0.4% -$1.01K 0.14% 114
2023
Q2 		$266K Sell
8,750
-456
-5% -$14.2K 0.15% 103
2023
Q1 		$312K Buy
9,206
+1,566
+20% +$68.4K 0.2% 86
2022
Q4 		$329K Buy
7,640
+631
+9% +$27.7K 0.22% 82
2022
Q3 		$305K Buy
+7,009
New +$337K 0.21% 82

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s TFC Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 6,543 shares — an estimated $242K sold.

Thrive Capital Management (Pennsylvania) first reported a position in TFC in Q3 2022 and held it in 6 quarters. The position peaked at $329K in Q4 2022. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 6,543 Truist Financial shares in Q1 2024, an estimated $242K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Truist Financial in Q3 2022 and held it in 6 quarters.
  • Thrive Capital Management (Pennsylvania)'s Truist Financial position peaked at $329K in Q4 2022.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.