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Twin Capital Management’s Truist Financial TFC Stock Holding History

Twin Capital Management’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
-40,811
Closed -$1.76M – 309
2022
Q4 		$1.76M Sell
40,811
-25
-0.1% -$1.1K 0.23% 134
2022
Q3 		$1.78M Sell
40,836
-166
-0.4% -$7.99K 0.24% 126
2022
Q2 		$1.95M Sell
41,002
-170
-0.4% -$8.38K 0.25% 120
2022
Q1 		$2.33M Sell
41,172
-1,575
-4% -$97.3K 0.25% 123
2021
Q4 		$2.5M Sell
42,747
-2,560
-6% -$156K 0.25% 125
2021
Q3 		$2.66M Sell
45,307
-7,080
-14% -$396K 0.27% 116
2021
Q2 		$2.91M Buy
52,387
+11,020
+27% +$647K 0.27% 121
2021
Q1 		$2.41M Buy
41,367
+5,390
+15% +$295K 0.24% 132
2020
Q4 		$1.72M Buy
35,977
+10,440
+41% +$473K 0.16% 157
2020
Q3 		$972K Buy
+25,537
New +$962K 0.09% 210
2018
Q2 		– Sell
-19,290
Closed -$1M – 360
2018
Q1 		$1M Buy
19,290
+9,259
+92% +$499K 0.05% 269
2017
Q4 		$499K Buy
+10,031
New +$484K 0.02% 315

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

Twin Capital Management's TFC Position: Q1 2023 in Review

Twin Capital Management sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 40,811 shares — an estimated $1.76M sold.

Twin Capital Management first reported a position in TFC in Q4 2017 and held it in 12 quarters. The position peaked at $2.91M in Q2 2021. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Twin Capital Management reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Twin Capital Management sold 40,811 Truist Financial shares in Q1 2023, an estimated $1.76M.
  • Twin Capital Management first reported a position in Truist Financial in Q4 2017 and held it in 12 quarters.
  • Twin Capital Management's Truist Financial position peaked at $2.91M in Q2 2021.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Twin Capital Management's 13F filing for Q1 2023, filed 8 May 2023.