Twin Focus Capital Partners’s Truist Financial TFC Stock Holding History

Twin Focus Capital Partners’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
2022 Q4	–	Sell	-5,058	Closed	-$220K	–	230
2022 Q3	$220K	Hold	5,058	–	–	0.05%	183
2022 Q2	$240K	Buy	5,058 +491	+11%	+$24.2K	0.05%	173
2022 Q1	$259K	Hold	4,567	–	–	0.05%	181
2021 Q4	$267K	Buy	+4,567	New	+$279K	0.05%	182
2020 Q1	–	Sell	-3,924	Closed	-$221K	–	212
2019 Q4	$221K	Buy	+3,924	New	+$212K	0.07%	177

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Focus Capital Partners's TFC Position: Q4 2022 in Review

Twin Focus Capital Partners sold out of Truist Financial (TFC) in Q4 2022, closing a stake of 5,058 shares — an estimated $220K sold.

Twin Focus Capital Partners first reported a position in TFC in Q4 2019 and held it in 5 quarters. The position peaked at $267K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Twin Focus Capital Partners reported no remaining Truist Financial position as of Q4 2022 after selling out during the quarter.
Twin Focus Capital Partners sold 5,058 Truist Financial shares in Q4 2022, an estimated $220K.
Twin Focus Capital Partners first reported a position in Truist Financial in Q4 2019 and held it in 5 quarters.
Twin Focus Capital Partners's Truist Financial position peaked at $267K in Q4 2021.
1,487 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Twin Focus Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.