Triad Wealth Partners’s Truist Financial TFC Stock Holding History

Triad Wealth Partners’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	-165	Closed	-$6.41K	–	818
2024 Q2	$6.41K	Buy	+165	New	+$6.23K	﹤0.01%	519

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Triad Wealth Partners's TFC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 165 shares — an estimated $6.41K sold.

Triad Wealth Partners first reported a position in TFC in Q2 2024 and held it in 1 quarter. The position peaked at $6.41K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

Triad Wealth Partners reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 165 Truist Financial shares in Q3 2024, an estimated $6.41K.
Triad Wealth Partners first reported a position in Truist Financial in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Truist Financial position peaked at $6.41K in Q2 2024.
1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.