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Tradewinds Capital Management’s Truist Financial TFC Stock Holding History

Tradewinds Capital 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
2024
Q3 		– Sell
-309
Closed -$12K – 650
2024
Q2 		$12K Buy
309
+5
+2% +$189 ﹤0.01% 316
2024
Q1 		$11.9K Buy
304
+4
+1% +$146 ﹤0.01% 298
2023
Q4 		$11.1K Hold
300
– – ﹤0.01% 241
2023
Q3 		$8.58K Buy
+300
New +$9.22K ﹤0.01% 249
2019
Q4 		– Sell
-215
Closed -$11K – 702
2019
Q3 		$11K Buy
+215
New +$10.7K ﹤0.01% 365

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Tradewinds Capital Management's TFC Position: Q3 2024 in Review

Tradewinds Capital Management sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 309 shares — an estimated $12K sold.

Tradewinds Capital Management first reported a position in TFC in Q3 2019 and held it in 5 quarters. The position peaked at $12K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Tradewinds Capital Management reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Tradewinds Capital Management sold 309 Truist Financial shares in Q3 2024, an estimated $12K.
  • Tradewinds Capital Management first reported a position in Truist Financial in Q3 2019 and held it in 5 quarters.
  • Tradewinds Capital Management's Truist Financial position peaked at $12K in Q2 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Tradewinds Capital Management's 13F filing for Q3 2024, filed 16 Oct 2024.