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TS Financial Group (TSFG)’s Truist Financial TFC Stock Holding History

TS Financial Group (TSFG)’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
Q4 		– Sell
-303
Closed -$9.51K – 1030
2023
Q3 		$9K Hold
303
– – ﹤0.01% 552
2023
Q2 		$9K Buy
303
+9
+3% +$280 ﹤0.01% 557
2023
Q1 		$10K Buy
294
+1
+0.3% +$44 ﹤0.01% 529
2022
Q4 		$13K Hold
293
– – 0.01% 489
2022
Q3 		$13K Buy
293
+241
+463% +$11.6K 0.01% 473
2022
Q2 		$2K Buy
52
+28
+117% +$1.38K ﹤0.01% 835
2022
Q1 		$1K Buy
24
+1
+4% +$62 ﹤0.01% 888
2021
Q4 		$1K Hold
23
– – ﹤0.01% 859
2021
Q3 		$1K Hold
23
– – ﹤0.01% 836
2021
Q2 		$1K Buy
+23
New +$1.35K ﹤0.01% 847

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TS Financial Group (TSFG)'s TFC Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Truist Financial (TFC) in Q4 2023, closing a stake of 303 shares — an estimated $9.51K sold.

TS Financial Group (TSFG) first reported a position in TFC in Q2 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2022. 1,395 funds tracked by Wall St. Rank hold TFC as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining Truist Financial position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 303 Truist Financial shares in Q4 2023, an estimated $9.51K.
  • TS Financial Group (TSFG) first reported a position in Truist Financial in Q2 2021 and held it in 10 quarters.
  • TS Financial Group (TSFG)'s Truist Financial position peaked at $13K in Q4 2022.
  • 1,395 funds tracked by Wall St. Rank held Truist Financial as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.