VAMG
TFC icon

Voisard Asset Management Group’s Truist Financial TFC Stock Holding History

Voisard Asset Management Group’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
-1,215
Closed -$52K – 594
2024
Q3 		$52K Buy
1,215
+15
+1% +$633 0.02% 186
2024
Q2 		$46.6K Buy
+1,200
New +$45.3K 0.02% 167

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

Voisard Asset Management Group's TFC Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 1,215 shares — an estimated $52K sold.

Voisard Asset Management Group first reported a position in TFC in Q2 2024 and held it in 2 quarters. The position peaked at $52K in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 1,215 Truist Financial shares in Q4 2024, an estimated $52K.
  • Voisard Asset Management Group first reported a position in Truist Financial in Q2 2024 and held it in 2 quarters.
  • Voisard Asset Management Group's Truist Financial position peaked at $52K in Q3 2024.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.