Urban Wealth Management’s Truist Financial TFC Stock Holding History

Urban 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
2022 Q2	$49K	Buy	+1,036	New	+$51.1K	0.16%	97

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

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

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

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

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

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

Urban Wealth Management's TFC Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Truist Financial (TFC) in Q2 2022: 1,036 shares worth $49K. The stake represents 0.16% of the portfolio and ranks #97 among its holdings.

1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Urban Wealth Management held 1,036 shares of Truist Financial worth $49K as of Q2 2022.
Truist Financial was a new Urban Wealth Management position in Q2 2022.
Truist Financial made up 0.16% of Urban Wealth Management's portfolio in Q2 2022, its #97 holding.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.