Twin Tree Management’s Truist Financial TFC Stock Holding History

Twin Tree 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 Q3	–	Sell	-108,145	Closed	-$3.33M	–	1529
2023 Q2	$3.28M	Buy	+108,145	New	+$3.36M	0.01%	843
2022 Q3	–	Sell	-34,859	Closed	-$1.65M	–	1693
2022 Q2	$1.65M	Sell	34,859 -5,342	-13%	-$263K	﹤0.01%	1116
2022 Q1	$2.28M	Buy	+40,201	New	+$2.48M	﹤0.01%	1140
2021 Q3	–	Sell	-62,005	Closed	-$3.46M	–	1766
2021 Q2	$3.44M	Buy	+62,005	New	+$3.64M	0.01%	780
2019 Q1	–	Sell	-78,096	Closed	-$3.81M	–	1591
2018 Q4	$3.38M	Buy	+78,096	New	+$3.75M	0.02%	593
2015 Q4	–	Sell	-7,380	Closed	-$278K	–	1581
2015 Q3	$263K	Buy	+7,380	New	+$285K	0.01%	938

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Twin Tree Management's TFC Position: Q3 2023 in Review

Twin Tree Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 108,145 shares — an estimated $3.33M sold.

Twin Tree Management first reported a position in TFC in Q3 2015 and held it in 6 quarters. The position peaked at $3.44M in Q2 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Twin Tree Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Twin Tree Management sold 108,145 Truist Financial shares in Q3 2023, an estimated $3.33M.
Twin Tree Management first reported a position in Truist Financial in Q3 2015 and held it in 6 quarters.
Twin Tree Management's Truist Financial position peaked at $3.44M in Q2 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Twin Tree Management's 13F filing for Q3 2023, filed 14 Nov 2023.