Thrive Wealth Management’s Truist Financial TFC Stock Holding History

Thrive Wealth 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 Q2	–	Sell	-12,172	Closed	-$415K	–	187
2023 Q1	$415K	Buy	12,172 +5,719	+89%	+$250K	0.11%	113
2022 Q4	$278K	Buy	6,453 +1,424	+28%	+$62.5K	0.08%	134
2022 Q3	$219K	Buy	+5,029	New	+$242K	0.08%	135

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

Thrive Wealth Management's TFC Position: Q2 2023 in Review

Thrive Wealth Management sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 12,172 shares — an estimated $415K sold.

Thrive Wealth Management first reported a position in TFC in Q3 2022 and held it in 3 quarters. The position peaked at $415K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

Thrive Wealth Management reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
Thrive Wealth Management sold 12,172 Truist Financial shares in Q2 2023, an estimated $415K.
Thrive Wealth Management first reported a position in Truist Financial in Q3 2022 and held it in 3 quarters.
Thrive Wealth Management's Truist Financial position peaked at $415K in Q1 2023.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on Thrive Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.