TrinityPoint Wealth’s Truist Financial TFC Stock Holding History

TrinityPoint 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	-5,787	Closed	-$249K	–	295
2022 Q4	$249K	Buy	5,787 +165	+3%	+$7.24K	0.06%	233
2022 Q3	$245K	Buy	5,622 +21	+0.4%	+$1.01K	0.06%	230
2022 Q2	$266K	Sell	5,601 -101	-2%	-$4.98K	0.06%	226
2022 Q1	$323K	Hold	5,702	–	–	0.06%	238
2021 Q4	$334K	Sell	5,702 -18	-0.3%	-$1.1K	0.06%	236
2021 Q3	$335K	Buy	5,720 +6	+0.1%	+$335	0.06%	223
2021 Q2	$317K	Hold	5,714	–	–	0.06%	211
2021 Q1	$333K	Hold	5,714	–	–	0.08%	191
2020 Q4	$287K	Sell	5,714 -65	-1%	-$2.94K	0.07%	197
2020 Q3	$220K	Buy	+5,779	New	+$218K	0.06%	201
2020 Q1	–	Sell	-4,292	Closed	-$242K	–	218
2019 Q4	$242K	Buy	4,292 +104	+2%	+$5.63K	0.08%	190
2019 Q3	$229K	Buy	+4,188	New	+$208K	0.08%	190

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrinityPoint Wealth's TFC Position: Q1 2023 in Review

TrinityPoint Wealth sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 5,787 shares — an estimated $249K sold.

TrinityPoint Wealth first reported a position in TFC in Q3 2019 and held it in 12 quarters. The position peaked at $335K in Q3 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

TrinityPoint Wealth reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
TrinityPoint Wealth sold 5,787 Truist Financial shares in Q1 2023, an estimated $249K.
TrinityPoint Wealth first reported a position in Truist Financial in Q3 2019 and held it in 12 quarters.
TrinityPoint Wealth's Truist Financial position peaked at $335K in Q3 2021.
1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on TrinityPoint Wealth's 13F filing for Q1 2023, filed 4 May 2023.