TWM
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Tradition Wealth Management’s Truist Financial TFC Stock Holding History

Tradition 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
2024
Q1 		– Sell
-626
Closed -$23K – 1103
2023
Q4 		$23K Sell
626
-106
-14% -$3.33K ﹤0.01% 804
2023
Q3 		$21K Buy
732
+85
+13% +$2.61K ﹤0.01% 836
2023
Q2 		$20K Sell
647
-151
-19% -$4.69K ﹤0.01% 887
2023
Q1 		$27K Buy
798
+23
+3% +$1K ﹤0.01% 766
2022
Q4 		$33K Buy
775
+12
+2% +$526 ﹤0.01% 638
2022
Q3 		$33K Buy
763
+16
+2% +$770 0.01% 631
2022
Q2 		$35K Buy
747
+5
+0.7% +$247 0.01% 538
2022
Q1 		$42K Buy
742
+5
+0.7% +$309 0.01% 553
2021
Q4 		$43K Buy
737
+4
+0.5% +$244 0.01% 563
2021
Q3 		$43K Buy
733
+189
+35% +$10.6K 0.01% 542
2021
Q2 		$30K Buy
544
+4
+0.7% +$235 ﹤0.01% 661
2021
Q1 		$31K Buy
540
+4
+0.7% +$219 0.01% 544
2020
Q4 		$26K Buy
+536
New +$24.3K 0.01% 537

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

Tradition Wealth Management's TFC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 626 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in TFC in Q4 2020 and held it in 13 quarters. The position peaked at $43K in Q4 2021. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Tradition Wealth Management reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 626 Truist Financial shares in Q1 2024, an estimated $23K.
  • Tradition Wealth Management first reported a position in Truist Financial in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Truist Financial position peaked at $43K in Q4 2021.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.