T
TFC icon

TRUADVICE’s Truist Financial TFC Stock Holding History

TRUADVICE’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
-4,254
Closed -$201K – 268
2022
Q4 		$201K Sell
4,254
-478
-10% -$21K 0.11% 156
2022
Q3 		$212K Buy
4,732
+627
+15% +$30.2K 0.12% 136
2022
Q2 		$202K Sell
4,105
-32
-0.8% -$1.58K 0.11% 142
2022
Q1 		$202K Sell
4,137
-8
-0.2% -$494 0.11% 133
2021
Q4 		$273K Buy
4,145
+5
+0.1% +$305 0.26% 95
2021
Q3 		$268K Sell
4,140
-3,627
-47% -$203K 0.25% 97
2021
Q2 		$427K Sell
7,767
-192
-2% -$11.3K 0.09% 197
2021
Q1 		$477K Buy
7,959
+1,810
+29% +$99.2K 0.14% 136
2020
Q4 		$298K Buy
+6,149
New +$278K 0.09% 199

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

TRUADVICE's TFC Position: Q1 2023 in Review

TRUADVICE sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 4,254 shares — an estimated $201K sold.

TRUADVICE first reported a position in TFC in Q4 2020 and held it in 9 quarters. The position peaked at $477K in Q1 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • TRUADVICE reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • TRUADVICE sold 4,254 Truist Financial shares in Q1 2023, an estimated $201K.
  • TRUADVICE first reported a position in Truist Financial in Q4 2020 and held it in 9 quarters.
  • TRUADVICE's Truist Financial position peaked at $477K in Q1 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on TRUADVICE's 13F filing for Q1 2023, filed 1 May 2023.