Verus Financial Partners’s Truist Financial TFC Stock Holding History

Verus Financial Partners’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	-7,360	Closed	-$240K	–	105
2023 Q2	$240K	Buy	+7,360	New	+$229K	0.03%	93
2023 Q1	–	Sell	-7,274	Closed	-$359K	–	104
2022 Q4	$359K	Sell	7,274 -806	-10%	-$35.4K	0.05%	66
2022 Q3	$350K	Sell	8,080 -831	-9%	-$40K	0.05%	67
2022 Q2	$431K	Buy	8,911 +762	+9%	+$37.6K	0.06%	57
2022 Q1	$429K	Sell	8,149 -291	-3%	-$18K	0.06%	59
2021 Q4	$494K	Sell	8,440 -382	-4%	-$23.3K	0.07%	53
2021 Q3	$545K	Buy	8,822 +317	+4%	+$17.7K	0.08%	51
2021 Q2	$460K	Sell	8,505 -659	-7%	-$38.7K	0.07%	52
2021 Q1	$545K	Buy	9,164 +842	+10%	+$46.1K	0.09%	43
2020 Q4	$399K	Buy	8,322 +1,111	+15%	+$50.3K	0.07%	54
2020 Q3	$274K	Sell	7,211 -567	-7%	-$21.4K	0.1%	125
2020 Q2	$292K	Buy	7,778 +4	+0.1%	+$144	0.06%	57
2020 Q1	$240K	Sell	7,774 -626	-7%	-$29.6K	0.07%	61
2019 Q4	$473K	Buy	8,400 +3,038	+57%	+$164K	0.14%	40
2019 Q3	$286K	Sell	5,362 -1,053	-16%	-$52.2K	0.09%	49
2019 Q2	$315K	Sell	6,415 -116	-2%	-$5.68K	0.11%	40
2019 Q1	$304K	Sell	6,531 -540	-8%	-$26.3K	0.11%	37
2018 Q4	$343K	Hold	7,071	–	–	0.12%	34
2018 Q3	$343K	Sell	7,071 -527	-7%	-$27K	0.12%	34
2018 Q2	$383K	Sell	7,598 -390	-5%	-$20.7K	0.14%	27
2018 Q1	$416K	Buy	7,988 +12	+0.2%	+$646	0.16%	28
2017 Q4	$397K	Buy	7,976 +10	+0.1%	+$483	0.15%	33
2017 Q3	$374K	Buy	7,966 +12	+0.2%	+$552	0.14%	31
2017 Q2	$361K	Buy	7,954 +12	+0.2%	+$521	0.15%	31
2017 Q1	$355K	Buy	7,942 +809	+11%	+$37.8K	0.15%	32
2016 Q4	$335K	Buy	7,133 +14	+0.2%	+$596	0.15%	31
2016 Q3	$269K	Sell	7,119 -673	-9%	-$25.1K	0.12%	35
2016 Q2	$277K	Sell	7,792 -102	-1%	-$3.56K	0.12%	36
2016 Q1	$263K	Sell	7,894 -343	-4%	-$11.4K	0.12%	37
2015 Q4	$311K	Buy	8,237 +16	+0.2%	+$602	0.15%	34
2015 Q3	$293K	Buy	8,221 +17	+0.2%	+$656	0.16%	31
2015 Q2	$331K	Buy	8,204 +15	+0.2%	+$593	0.17%	26
2015 Q1	$319K	Sell	8,189 -246	-3%	-$9.27K	0.16%	27
2014 Q4	$328K	Sell	8,435 -768	-8%	-$28.9K	0.18%	28
2014 Q3	$342K	Sell	9,203 -221	-2%	-$8.34K	0.19%	29
2014 Q2	$372K	Sell	9,424 -269	-3%	-$10.3K	0.21%	25
2014 Q1	$389K	Buy	9,693 +29	+0.3%	+$1.11K	0.22%	28
2013 Q4	$361K	Buy	9,664 +34	+0.4%	+$1.18K	0.19%	28
2013 Q3	$325K	Buy	9,630 +384	+4%	+$13.4K	0.18%	26
2013 Q2	$313K	Buy	+9,246	New	+$295K	0.18%	26

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Verus Financial Partners's TFC Position: Q3 2023 in Review

Verus Financial Partners sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 7,360 shares — an estimated $240K sold.

Verus Financial Partners first reported a position in TFC in Q2 2013 and held it in 40 quarters. The position peaked at $545K in Q3 2021. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

Verus Financial Partners reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
Verus Financial Partners sold 7,360 Truist Financial shares in Q3 2023, an estimated $240K.
Verus Financial Partners first reported a position in Truist Financial in Q2 2013 and held it in 40 quarters.
Verus Financial Partners's Truist Financial position peaked at $545K in Q3 2021.
1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Verus Financial Partners's 13F filing for Q3 2023, filed 24 Oct 2023.