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Unique Wealth Strategies’s Truist Financial TFC Stock Holding History

Unique Wealth Strategies’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
-3,747
Closed -$146K – 621
2024
Q2 		$146K Buy
+3,747
New +$142K 0.07% 186

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

Unique Wealth Strategies's TFC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 3,747 shares — an estimated $146K sold.

Unique Wealth Strategies first reported a position in TFC in Q2 2024 and held it in 1 quarter. The position peaked at $146K in Q2 2024. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 3,747 Truist Financial shares in Q3 2024, an estimated $146K.
  • Unique Wealth Strategies first reported a position in Truist Financial in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Truist Financial position peaked at $146K in Q2 2024.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.