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Vectors Research Management’s Truist Financial TFC Stock Holding History

Vectors Research 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
-13,525
Closed -$410K – 136
2023
Q2 		$410K Sell
13,525
-97
-0.7% -$3.01K 0.12% 113
2023
Q1 		$465K Sell
13,622
-714
-5% -$31.2K 0.12% 106
2022
Q4 		$617K Sell
14,336
-807
-5% -$35.4K 0.16% 99
2022
Q3 		$659K Sell
15,143
-14,208
-48% -$684K 0.19% 87
2022
Q2 		$1.39M Sell
29,351
-812
-3% -$40K 0.35% 69
2022
Q1 		$1.71M Buy
30,163
+51
+0.2% +$3.15K 0.38% 65
2021
Q4 		$1.76M Buy
30,112
+1,947
+7% +$119K 0.37% 64
2021
Q3 		$1.65M Buy
28,165
+960
+4% +$53.6K 0.39% 59
2021
Q2 		$1.51M Buy
27,205
+23,878
+718% +$1.4M 0.39% 63
2021
Q1 		$194K Buy
3,327
+1,820
+121% +$99.8K 0.05% 142
2020
Q4 		$72K Buy
1,507
+274
+22% +$12.4K 0.02% 181
2020
Q3 		$47K Sell
1,233
-26
-2% -$980 0.02% 182
2020
Q2 		$47K Hold
1,259
– – 0.02% 180
2020
Q1 		$39K Hold
1,259
– – 0.02% 183
2019
Q4 		$71K Buy
1,259
+1,165
+1,239% +$63.1K 0.03% 161
2019
Q3 		$5K Hold
94
– – ﹤0.01% 354
2019
Q2 		$5K Hold
94
– – ﹤0.01% 325
2019
Q1 		$4K Hold
94
– – ﹤0.01% 353
2018
Q4 		$4K Buy
+94
New +$4.51K ﹤0.01% 544

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

Vectors Research Management's TFC Position: Q3 2023 in Review

Vectors Research Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 13,525 shares — an estimated $410K sold.

Vectors Research Management first reported a position in TFC in Q4 2018 and held it in 19 quarters. The position peaked at $1.76M in Q4 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Vectors Research Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Vectors Research Management sold 13,525 Truist Financial shares in Q3 2023, an estimated $410K.
  • Vectors Research Management first reported a position in Truist Financial in Q4 2018 and held it in 19 quarters.
  • Vectors Research Management's Truist Financial position peaked at $1.76M in Q4 2021.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Vectors Research Management's 13F filing for Q3 2023, filed 9 Nov 2023.