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Virtue Capital Management’s Truist Financial TFC Stock Holding History

Virtue Capital 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
2024
Q4 		– Sell
-5,140
Closed -$220K – 295
2024
Q3 		$220K Sell
5,140
-82
-2% -$3.46K 0.04% 243
2024
Q2 		$231K Buy
+5,222
New +$197K 0.04% 332
2023
Q1 		– Sell
-15,272
Closed -$657K – 431
2022
Q4 		$657K Buy
+15,272
New +$670K 0.1% 148
2022
Q2 		– Sell
-12,601
Closed -$714K – 397
2022
Q1 		$714K Buy
12,601
+2,698
+27% +$167K 0.11% 224
2021
Q4 		$580K Sell
9,903
-591
-6% -$36.1K 0.09% 254
2021
Q3 		$615K Sell
10,494
-27
-0.3% -$1.51K 0.11% 217
2021
Q2 		$584K Sell
10,521
-11
-0.1% -$646 0.12% 213
2021
Q1 		$614K Buy
+10,532
New +$577K 0.14% 183
2018
Q4 		– Sell
-28,544
Closed -$1.39M – 217
2018
Q3 		$1.39M Buy
28,544
+16,357
+134% +$839K 0.29% 93
2018
Q2 		$615K Buy
12,187
+2,803
+30% +$149K 0.3% 98
2018
Q1 		$502K Buy
9,384
+2,700
+40% +$145K 0.26% 117
2017
Q4 		$332K Buy
+6,684
New +$323K 0.19% 139

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtue Capital Management's TFC Position: Q4 2024 in Review

Virtue Capital Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 5,140 shares — an estimated $220K sold.

Virtue Capital Management first reported a position in TFC in Q4 2017 and held it in 12 quarters. The position peaked at $1.39M in Q3 2018. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Virtue Capital Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Virtue Capital Management sold 5,140 Truist Financial shares in Q4 2024, an estimated $220K.
  • Virtue Capital Management first reported a position in Truist Financial in Q4 2017 and held it in 12 quarters.
  • Virtue Capital Management's Truist Financial position peaked at $1.39M in Q3 2018.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Virtue Capital Management's 13F filing for Q4 2024, filed 26 Feb 2025.