Voloridge Investment Management
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Voloridge Investment Management’s Truist Financial TFC Stock Holding History

Voloridge Investment 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
Q2 		– Sell
-949,908
Closed -$37M – 1365
2024
Q1 		$37M Sell
949,908
-464,571
-33% -$17M 0.14% 210
2023
Q4 		$52.2M Sell
1,414,479
-1,583,501
-53% -$49.7M 0.21% 131
2023
Q3 		$85.8M Buy
+2,997,980
New +$92.2M 0.42% 46
2023
Q2 		– Sell
-860,436
Closed -$29.3M – 1561
2023
Q1 		$29.3M Sell
860,436
-1,665,185
-66% -$72.7M 0.15% 207
2022
Q4 		$109M Buy
2,525,621
+1,527,597
+153% +$67M 0.61% 17
2022
Q3 		$43.5M Sell
998,024
-857,028
-46% -$41.2M 0.23% 116
2022
Q2 		$88M Buy
1,855,052
+1,547,834
+504% +$76.3M 0.46% 30
2022
Q1 		$17.4M Buy
307,218
+110,053
+56% +$6.8M 0.1% 276
2021
Q4 		$11.5M Sell
197,165
-12,741
-6% -$778K 0.06% 424
2021
Q3 		$12.3M Buy
209,906
+198,168
+1,688% +$11.1M 0.08% 356
2021
Q2 		$651K Sell
11,738
-184,720
-94% -$10.9M ﹤0.01% 1369
2021
Q1 		$11.5M Buy
196,458
+111,221
+130% +$6.1M 0.08% 318
2020
Q4 		$4.08M Buy
+85,237
New +$3.86M 0.03% 504
2019
Q4 		– Sell
-147,945
Closed -$7.9M – 1348
2019
Q3 		$7.9M Buy
147,945
+129,644
+708% +$6.42M 0.14% 175
2019
Q2 		$899K Buy
+18,301
New +$896K 0.02% 473
2017
Q1 		– Sell
-18,800
Closed -$884K – 685
2016
Q4 		$884K Buy
+18,800
New +$800K 0.02% 504
2016
Q2 		– Sell
-11,280
Closed -$375K – 395
2016
Q1 		$375K Buy
+11,280
New +$375K 0.01% 282
2015
Q3 		– Sell
-82,839
Closed -$3.34M – 392
2015
Q2 		$3.34M Buy
+82,839
New +$3.28M 0.17% 134
2015
Q1 		– Sell
-13,500
Closed -$525K – 325
2014
Q4 		$525K Buy
+13,500
New +$508K 0.03% 181

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Voloridge Investment Management's TFC Position: Q2 2024 in Review

Voloridge Investment Management sold out of Truist Financial (TFC) in Q2 2024, closing a stake of 949,908 shares — an estimated $37M sold.

Voloridge Investment Management first reported a position in TFC in Q4 2014 and held it in 19 quarters. The position peaked at $109M in Q4 2022. 1,419 funds tracked by Wall St. Rank hold TFC as of Q2 2024.

  • Voloridge Investment Management reported no remaining Truist Financial position as of Q2 2024 after selling out during the quarter.
  • Voloridge Investment Management sold 949,908 Truist Financial shares in Q2 2024, an estimated $37M.
  • Voloridge Investment Management first reported a position in Truist Financial in Q4 2014 and held it in 19 quarters.
  • Voloridge Investment Management's Truist Financial position peaked at $109M in Q4 2022.
  • 1,419 funds tracked by Wall St. Rank held Truist Financial as of Q2 2024.

Based on Voloridge Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.