Triad Financial Advisors’s Truist Financial TFC Stock Holding History

Triad Financial Advisors’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	$292K	Sell	10,207 -110	-1%	-$3.38K	0.1%	79
2023 Q2	$313K	Sell	10,317 -104	-1%	-$3.23K	0.13%	70
2023 Q1	$355K	Buy	10,421 +143	+1%	+$6.24K	0.15%	58
2022 Q4	$442K	Sell	10,278 -152	-1%	-$6.67K	0.2%	54
2022 Q3	$454K	Buy	10,430 +142	+1%	+$6.83K	0.25%	45
2022 Q2	$488K	Sell	10,288 -613	-6%	-$30.2K	0.27%	43
2022 Q1	$618K	Sell	10,901 -49	-0.4%	-$3.03K	0.33%	39
2021 Q4	$641K	Buy	+10,950	New	+$669K	0.38%	39

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

Triad Financial Advisors's TFC Position: Q3 2023 in Review

Triad Financial Advisors reduced its Truist Financial (TFC) stake by 1.1% in Q3 2023, selling an estimated $3.38K and leaving 10,207 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #79.

Triad Financial Advisors first reported a position in TFC in Q4 2021 and has held it in 8 quarters since. The position peaked at $641K in Q4 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Triad Financial Advisors held 10,207 shares of Truist Financial worth $292K as of Q3 2023.
Triad Financial Advisors sold 110 Truist Financial shares in Q3 2023, an estimated $3.38K.
Truist Financial made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #79 holding.
Triad Financial Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Truist Financial position peaked at $641K in Q4 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.