Tilia Fiduciary Partners’s Truist Financial TFC Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-90	Closed	-$2.73K	–	448
2023 Q2	$2.73K	Sell	90 -85	-49%	-$2.64K	﹤0.01%	477
2023 Q1	$5.97K	Buy	175 +1	+0.6%	+$44	0.01%	406
2022 Q4	$7.49K	Hold	174	–	–	0.01%	379
2022 Q3	$7K	Hold	174	–	–	0.01%	401
2022 Q2	$8K	Sell	174 -64	-27%	-$3.16K	0.01%	402
2022 Q1	$13K	Hold	238	–	–	0.01%	381
2021 Q4	$14K	Buy	+238	New	+$14.5K	0.01%	386

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tilia Fiduciary Partners's TFC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 90 shares — an estimated $2.73K sold.

Tilia Fiduciary Partners first reported a position in TFC in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 90 Truist Financial shares in Q3 2023, an estimated $2.73K.
Tilia Fiduciary Partners first reported a position in Truist Financial in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Truist Financial position peaked at $14K in Q4 2021.
1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.