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Transform Wealth’s Truist Financial TFC Stock Holding History

Transform 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
2023
Q1 		– Sell
-9,088
Closed -$391K – 263
2022
Q4 		$391K Sell
9,088
-24,120
-73% -$1.06M 0.04% 163
2022
Q3 		$1.45M Sell
33,208
-1,534
-4% -$73.8K 0.19% 85
2022
Q2 		$1.65M Sell
34,742
-1,523
-4% -$75.1K 0.25% 80
2022
Q1 		$2.06M Buy
36,265
+2,803
+8% +$173K 0.23% 89
2021
Q4 		$1.96M Buy
33,462
+31
+0.1% +$1.89K 0.2% 85
2021
Q3 		$1.96M Sell
33,431
-745
-2% -$41.6K 0.22% 90
2021
Q2 		$1.9M Buy
34,176
+24,227
+244% +$1.42M 0.23% 97
2021
Q1 		$580K Sell
9,949
-363
-4% -$19.9K 0.12% 142
2020
Q4 		$494K Sell
10,312
-24,789
-71% -$1.12M 0.1% 149
2020
Q3 		$1.34M Sell
35,101
-57
-0.2% -$2.15K 0.22% 92
2020
Q2 		$1.32M Sell
35,158
-590
-2% -$21.2K 0.23% 90
2020
Q1 		$1.1M Sell
35,748
-27
-0.1% -$1.28K 0.24% 99
2019
Q4 		$2.02M Buy
35,775
+1,317
+4% +$71.3K 0.32% 94
2019
Q3 		$1.84M Sell
34,458
-49,980
-59% -$2.48M 0.33% 93
2019
Q2 		$4.15M Sell
84,438
-764
-0.9% -$37.4K 0.61% 64
2019
Q1 		$3.96M Sell
85,202
-388
-0.5% -$18.9K 0.74% 56
2018
Q4 		$3.71M Buy
85,590
+2,749
+3% +$132K 0.76% 56
2018
Q3 		$4.02M Buy
82,841
+4,111
+5% +$211K 0.7% 59
2018
Q2 		$3.97M Buy
78,730
+5,359
+7% +$285K 0.72% 53
2018
Q1 		$3.82M Buy
73,371
+908
+1% +$48.9K 0.73% 49
2017
Q4 		$3.6M Buy
72,463
+4,355
+6% +$210K 0.66% 51
2017
Q3 		$3.2M Buy
68,108
+523
+0.8% +$24K 1.12% 19
2017
Q2 		$3.07M Buy
67,585
+2,185
+3% +$94.9K 3.46% 3
2017
Q1 		$2.92M Sell
65,400
-142
-0.2% -$6.63K 1.09% 18
2016
Q4 		$3.08M Buy
65,542
+4,426
+7% +$188K 1.22% 10
2016
Q3 		$2.31M Buy
61,116
+976
+2% +$36.4K 0.99% 20
2016
Q2 		$2.14M Buy
+60,140
New +$2.1M 0.9% 22

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Transform Wealth's TFC Position: Q1 2023 in Review

Transform Wealth sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 9,088 shares — an estimated $391K sold.

Transform Wealth first reported a position in TFC in Q2 2016 and held it in 27 quarters. The position peaked at $4.15M in Q2 2019. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Transform Wealth reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Transform Wealth sold 9,088 Truist Financial shares in Q1 2023, an estimated $391K.
  • Transform Wealth first reported a position in Truist Financial in Q2 2016 and held it in 27 quarters.
  • Transform Wealth's Truist Financial position peaked at $4.15M in Q2 2019.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Transform Wealth's 13F filing for Q1 2023, filed 14 Apr 2023.