Transatlantique Private Wealth’s Truist Financial TFC Stock Holding History

Transatlantique Private Wealth’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 Q4	–	Sell	-10,483	Closed	-$448K	–	219
2024 Q3	$448K	Sell	10,483 -2,796	-21%	-$118K	0.17%	160
2024 Q2	$518K	Sell	13,279 -1,323	-9%	-$50K	0.21%	130
2024 Q1	$569K	Sell	14,602 -1,003	-6%	-$36.7K	0.25%	135
2023 Q4	$576K	Sell	15,605 -3,412	-18%	-$107K	0.27%	120
2023 Q3	$544K	Sell	19,017 -2,219	-10%	-$68.2K	0.29%	115
2023 Q2	$645K	Sell	21,236 -5,343	-20%	-$166K	0.34%	94
2023 Q1	$906K	Buy	26,579 +8,681	+49%	+$379K	0.5%	61
2022 Q4	$771K	Buy	17,898 +493	+3%	+$21.6K	0.46%	70
2022 Q3	$758K	Buy	17,405 +3,295	+23%	+$159K	0.51%	61
2022 Q2	$669K	Buy	+14,110	New	+$696K	0.47%	77

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transatlantique Private Wealth's TFC Position: Q4 2024 in Review

Transatlantique Private Wealth sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 10,483 shares — an estimated $448K sold.

Transatlantique Private Wealth first reported a position in TFC in Q2 2022 and held it in 10 quarters. The position peaked at $906K in Q1 2023. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Transatlantique Private Wealth reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
Transatlantique Private Wealth sold 10,483 Truist Financial shares in Q4 2024, an estimated $448K.
Transatlantique Private Wealth first reported a position in Truist Financial in Q2 2022 and held it in 10 quarters.
Transatlantique Private Wealth's Truist Financial position peaked at $906K in Q1 2023.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Transatlantique Private Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.