True North Advisors’s Truist Financial TFC Stock Holding History

True North 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 Q2	–	Sell	-23,728	Closed	-$809K	–	235
2023 Q1	$809K	Buy	23,728 +205	+0.9%	+$8.95K	0.24%	91
2022 Q4	$1.01M	Buy	23,523 +32	+0.1%	+$1.4K	0.35%	76
2022 Q3	$1.02M	Sell	23,491 -332	-1%	-$16K	0.34%	74
2022 Q2	$1.13M	Sell	23,823 -3,228	-12%	-$159K	0.35%	71
2022 Q1	$1.53M	Sell	27,051 -99	-0.4%	-$6.12K	0.41%	54
2021 Q4	$1.59M	Buy	27,150 +1,948	+8%	+$119K	0.27%	80
2021 Q3	$1.48M	Buy	25,202 +724	+3%	+$40.5K	0.29%	77
2021 Q2	$1.36M	Buy	24,478 +134	+0.6%	+$7.87K	0.28%	76
2021 Q1	$1.42M	Hold	24,344	–	–	0.34%	69
2020 Q4	$1.17M	Sell	24,344 -1,129	-4%	-$51.1K	0.3%	74
2020 Q3	$969K	Buy	25,473 +216	+0.9%	+$8.14K	0.28%	76
2020 Q2	$948K	Buy	+25,257	New	+$910K	0.23%	82

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

True North Advisors's TFC Position: Q2 2023 in Review

True North Advisors sold out of Truist Financial (TFC) in Q2 2023, closing a stake of 23,728 shares — an estimated $809K sold.

True North Advisors first reported a position in TFC in Q2 2020 and held it in 12 quarters. The position peaked at $1.59M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold TFC as of Q2 2023.

True North Advisors reported no remaining Truist Financial position as of Q2 2023 after selling out during the quarter.
True North Advisors sold 23,728 Truist Financial shares in Q2 2023, an estimated $809K.
True North Advisors first reported a position in Truist Financial in Q2 2020 and held it in 12 quarters.
True North Advisors's Truist Financial position peaked at $1.59M in Q4 2021.
1,307 funds tracked by Wall St. Rank held Truist Financial as of Q2 2023.

Based on True North Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.