Truist Financial
CNF

Truist Financial’s CNFinance Holdings CNF Stock Holding History

Truist Financial’s Portfolio CNF Stock Details CNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,035
Closed -$12.9K – 2535
2024
Q3 		$12.9K Sell
1,035
-1,000
-49% -$11.2K ﹤0.01% 2481
2024
Q2 		$33K Sell
2,035
-1,000
-33% -$17.4K ﹤0.01% 2616
2024
Q1 		$62.8K Hold
3,035
– – ﹤0.01% 2573
2023
Q4 		$67.4K Hold
3,035
– – ﹤0.01% 2589
2023
Q3 		$115K Hold
3,035
– – ﹤0.01% 2511
2023
Q2 		$88.7K Hold
3,035
– – ﹤0.01% 2523
2023
Q1 		$75K Sell
3,035
-3,067
-50% -$62.3K ﹤0.01% 2522
2022
Q4 		$104K Sell
6,102
-4,525
-43% -$92.7K ﹤0.01% 2478
2022
Q3 		$267K Buy
10,627
+7,351
+224% +$185K ﹤0.01% 2149
2022
Q2 		$83K Hold
3,276
– – ﹤0.01% 2556
2022
Q1 		$106K Buy
3,276
+1,140
+53% +$41.1K ﹤0.01% 2607
2021
Q4 		$87K Buy
+2,136
New +$101K ﹤0.01% 2682

Other funds holding CNF

PP
Paloma Partners Greenwich, Connecticut $177M AUM 286.05% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
APWM
Argonautica Private Wealth Management Wellesley, Massachusetts $331M AUM 35.75% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return