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WealthSource Partners’s Truist Financial TFC Stock Holding History

WealthSource Partners’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
2021
Q4 		– Sell
-3,516
Closed -$206K – 580
2021
Q3 		$206K Buy
+3,516
New +$196K 0.02% 479
2020
Q1 		– Sell
-3,876
Closed -$218K – 426
2019
Q4 		$218K Buy
+3,876
New +$210K 0.03% 382

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

WealthSource Partners's TFC Position: Q4 2021 in Review

WealthSource Partners sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 3,516 shares — an estimated $206K sold.

WealthSource Partners first reported a position in TFC in Q4 2019 and held it in 2 quarters. The position peaked at $218K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • WealthSource Partners reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • WealthSource Partners sold 3,516 Truist Financial shares in Q4 2021, an estimated $206K.
  • WealthSource Partners first reported a position in Truist Financial in Q4 2019 and held it in 2 quarters.
  • WealthSource Partners's Truist Financial position peaked at $218K in Q4 2019.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on WealthSource Partners's 13F filing for Q4 2021, filed 14 Feb 2022.