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WealthPlan Investment Management’s Truist Financial TFC Stock Holding History

WealthPlan 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
2023
Q3 		– Sell
-92
Closed -$2.79K – 334
2023
Q2 		$2.79K Hold
92
– – ﹤0.01% 313
2023
Q1 		$3.14K Sell
92
-16,585
-99% -$724K ﹤0.01% 382
2022
Q4 		$819K Sell
16,677
-4,579
-22% -$201K 0.06% 191
2022
Q3 		$889K Buy
+21,256
New +$1.02M 0.06% 174
2022
Q1 		$1.2M Buy
+24,920
New +$1.54M 0.08% 157

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthPlan Investment Management's TFC Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 92 shares — an estimated $2.79K sold.

WealthPlan Investment Management first reported a position in TFC in Q1 2022 and held it in 5 quarters. The position peaked at $1.2M in Q1 2022. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 92 Truist Financial shares in Q3 2023, an estimated $2.79K.
  • WealthPlan Investment Management first reported a position in Truist Financial in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's Truist Financial position peaked at $1.2M in Q1 2022.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.