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Tyler-Stone Wealth Management’s Truist Financial TFC Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-1,216
Closed -$47.3K – 880
2024
Q2 		$47.3K Buy
1,216
+16
+1% +$604 0.02% 371
2024
Q1 		$46.8K Buy
1,200
+17
+1% +$622 0.02% 371
2023
Q4 		$43.7K Buy
1,183
+18
+2% +$565 0.02% 372
2023
Q3 		$33K Buy
+1,165
New +$35.8K 0.02% 403
2022
Q4 		$11K Hold
250
– – 0.01% 547
2022
Q3 		$11K Hold
250
– – 0.01% 527
2022
Q2 		$12K Hold
250
– – 0.01% 527
2022
Q1 		$14K Sell
250
-29
-10% -$1.79K 0.01% 522
2021
Q4 		$16K Buy
+279
New +$17K 0.01% 521

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyler-Stone Wealth Management's TFC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 1,216 shares — an estimated $47.3K sold.

Tyler-Stone Wealth Management first reported a position in TFC in Q4 2021 and held it in 9 quarters. The position peaked at $47.3K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,216 Truist Financial shares in Q3 2024, an estimated $47.3K.
  • Tyler-Stone Wealth Management first reported a position in Truist Financial in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Truist Financial position peaked at $47.3K in Q2 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.