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V Wealth Advisors’s Truist Financial TFC Stock Holding History

V Wealth Advisors’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
-9,545
Closed -$290K – 338
2023
Q2 		$290K Sell
9,545
-168
-2% -$5.22K 0.05% 291
2023
Q1 		$331K Sell
9,713
-656
-6% -$28.6K 0.06% 268
2022
Q4 		$446K Sell
10,369
-13,562
-57% -$595K 0.09% 202
2022
Q3 		$1.04M Buy
23,931
+2,160
+10% +$104K 0.21% 107
2022
Q2 		$1.03M Buy
21,771
+11,634
+115% +$574K 0.19% 128
2022
Q1 		$575K Hold
10,137
– – 0.09% 217
2021
Q4 		$594K Buy
10,137
+1
+0% +$61 0.09% 227
2021
Q3 		$595K Sell
10,136
-273
-3% -$15.3K 0.09% 231
2021
Q2 		$578K Buy
10,409
+935
+10% +$54.9K 0.09% 242
2021
Q1 		$552K Sell
9,474
-54
-0.6% -$2.96K 0.1% 232
2020
Q4 		$457K Buy
+9,528
New +$431K 0.09% 223
2020
Q3 		– Sell
-9,541
Closed -$358K – 328
2020
Q2 		$358K Sell
9,541
-12,991
-58% -$468K 0.09% 237
2020
Q1 		$695K Buy
+22,532
New +$1.07M 0.22% 120
2019
Q4 		– Sell
-11,305
Closed -$603K – 298
2019
Q3 		$603K Sell
11,305
-901
-7% -$44.7K 0.22% 117
2019
Q2 		$602K Buy
12,206
+285
+2% +$14K 0.23% 119
2019
Q1 		$594K Buy
11,921
+817
+7% +$39.9K 0.24% 105
2018
Q4 		$507K Sell
11,104
-1,000
-8% -$48K 0.26% 96
2018
Q3 		$587K Buy
+12,104
New +$621K 0.27% 98
2017
Q3 		– Sell
-250
Closed -$11K – 649
2017
Q2 		$11K Buy
+250
New +$10.9K 0.01% 554

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's TFC Position: Q3 2023 in Review

V Wealth Advisors sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 9,545 shares — an estimated $290K sold.

V Wealth Advisors first reported a position in TFC in Q2 2017 and held it in 19 quarters. The position peaked at $1.04M in Q3 2022. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • V Wealth Advisors reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 9,545 Truist Financial shares in Q3 2023, an estimated $290K.
  • V Wealth Advisors first reported a position in Truist Financial in Q2 2017 and held it in 19 quarters.
  • V Wealth Advisors's Truist Financial position peaked at $1.04M in Q3 2022.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.