Tiemann Investment Advisors’s Truist Financial TFC Stock Holding History

Tiemann Investment 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
2022 Q4	–	Sell	-4,211	Closed	-$183K	–	196
2022 Q3	$183K	Sell	4,211 -75	-2%	-$3.61K	0.12%	179
2022 Q2	$203K	Hold	4,286	–	–	0.11%	181
2022 Q1	$243K	Sell	4,286 -136	-3%	-$8.4K	0.11%	177
2021 Q4	$259K	Sell	4,422 -54	-1%	-$3.3K	0.11%	178
2021 Q3	$263K	Sell	4,476 -323	-7%	-$18K	0.13%	165
2021 Q2	$266K	Hold	4,799	–	–	0.12%	171
2021 Q1	$280K	Sell	4,799 -300	-6%	-$16.4K	0.14%	162
2020 Q4	$244K	Sell	5,099 -218	-4%	-$9.87K	0.13%	174
2020 Q3	$202K	Hold	5,317	–	–	0.13%	177
2020 Q2	$200K	Buy	+5,317	New	+$191K	0.14%	176
2020 Q1	–	Sell	-5,211	Closed	-$293K	–	179
2019 Q4	$293K	Buy	+5,211	New	+$282K	0.2%	132

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tiemann Investment Advisors's TFC Position: Q4 2022 in Review

Tiemann Investment Advisors sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 4,211 shares — an estimated $183K sold.

Tiemann Investment Advisors first reported a position in TFC in Q4 2019 and held it in 11 quarters. The position peaked at $293K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Tiemann Investment Advisors reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Tiemann Investment Advisors sold 4,211 Truist Financial shares in Q4 2022, an estimated $183K.
Tiemann Investment Advisors first reported a position in Truist Financial in Q4 2019 and held it in 11 quarters.
Tiemann Investment Advisors's Truist Financial position peaked at $293K in Q4 2019.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Tiemann Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.