Wedgewood Investors’s Truist Financial TFC Stock Holding History

Wedgewood Investors’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 Q2	–	Sell	-3,711	Closed	-$210K	–	97
2022 Q1	$210K	Hold	3,711	–	–	0.25%	94
2021 Q4	$217K	Sell	3,711 -436	-11%	-$26.6K	0.26%	89
2021 Q3	$243K	Hold	4,147	–	–	0.32%	83
2021 Q2	$230K	Hold	4,147	–	–	0.29%	87
2021 Q1	$242K	Sell	4,147 -100	-2%	-$5.48K	0.3%	82
2020 Q4	$204K	Buy	+4,247	New	+$192K	0.27%	90
2020 Q1	–	Sell	-4,247	Closed	-$239K	–	84
2019 Q4	$239K	Buy	+4,247	New	+$230K	0.34%	77

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wedgewood Investors's TFC Position: Q2 2022 in Review

Wedgewood Investors sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 3,711 shares — an estimated $210K sold.

Wedgewood Investors first reported a position in TFC in Q4 2019 and held it in 7 quarters. The position peaked at $243K in Q3 2021. 1,447 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Wedgewood Investors reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Wedgewood Investors sold 3,711 Truist Financial shares in Q2 2022, an estimated $210K.
Wedgewood Investors first reported a position in Truist Financial in Q4 2019 and held it in 7 quarters.
Wedgewood Investors's Truist Financial position peaked at $243K in Q3 2021.
1,447 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Wedgewood Investors's 13F filing for Q2 2022, filed 29 Jul 2022.