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Watchman Group’s Truist Financial TFC Stock Holding History

Watchman 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
2022
Q1 		– Sell
-39,133
Closed -$2.29M – 82
2021
Q4 		$2.29M Sell
39,133
-488
-1% -$29.8K 1.2% 42
2021
Q3 		$2.32M Sell
39,621
-378
-0.9% -$21.1K 1.5% 37
2021
Q2 		$2.22M Sell
39,999
-311
-0.8% -$18.3K 1.3% 42
2021
Q1 		$2.35M Sell
40,310
-266
-0.7% -$14.6K 1.45% 37
2020
Q4 		$1.95M Sell
40,576
-494
-1% -$22.4K 1.29% 42
2020
Q3 		$1.56M Buy
41,070
+543
+1% +$20.5K 1.15% 43
2020
Q2 		$1.52M Sell
40,527
-140
-0.3% -$5.04K 1.26% 38
2020
Q1 		$1.25M Buy
+40,667
New +$1.92M 1.29% 37

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Watchman Group's TFC Position: Q1 2022 in Review

Watchman Group sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 39,133 shares — an estimated $2.29M sold.

Watchman Group first reported a position in TFC in Q1 2020 and held it in 8 quarters. The position peaked at $2.35M in Q1 2021. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

  • Watchman Group reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
  • Watchman Group sold 39,133 Truist Financial shares in Q1 2022, an estimated $2.29M.
  • Watchman Group first reported a position in Truist Financial in Q1 2020 and held it in 8 quarters.
  • Watchman Group's Truist Financial position peaked at $2.35M in Q1 2021.
  • 1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Watchman Group's 13F filing for Q1 2022, filed 16 May 2022.