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Weiss Multi-Strategy Advisers’s Truist Financial TFC Stock Holding History

Weiss Multi-Strategy Advisers’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
Q1 		– Sell
-558,351
Closed -$20.6M – 431
2023
Q4 		$20.6M Buy
558,351
+228,351
+69% +$7.17M 0.5% 37
2023
Q3 		$9.44M Buy
+330,000
New +$10.1M 0.22% 123
2023
Q2 		– Sell
-50,000
Closed -$1.71M – 756
2023
Q1 		$1.71M Buy
+50,000
New +$2.18M 0.04% 443
2021
Q2 		– Sell
-92,273
Closed -$5.38M – 796
2021
Q1 		$5.38M Buy
+92,273
New +$5.06M 0.12% 243
2017
Q2 		– Sell
-8,833
Closed -$395K – 642
2017
Q1 		$395K Buy
+8,833
New +$413K 0.02% 483
2016
Q4 		– Sell
-150,230
Closed -$5.67M – 514
2016
Q3 		$5.67M Buy
+150,230
New +$5.6M 0.35% 106
2016
Q1 		– Sell
-500,660
Closed -$18.9M – 552
2015
Q4 		$18.9M Buy
500,660
+256
+0.1% +$9.63K 1.3% 15
2015
Q3 		$17.8M Buy
+500,404
New +$19.3M 0.79% 17
2015
Q1 		– Sell
-850,000
Closed -$33.1M – 513
2014
Q4 		$33.1M Buy
+850,000
New +$32M 1.14% 15
2014
Q3 		– Sell
-250,000
Closed -$9.86M – 735
2014
Q2 		$9.86M Buy
+250,000
New +$9.59M 0.21% 119
2013
Q4 		– Sell
-6,190
Closed -$209K – 1106
2013
Q3 		$209K Sell
6,190
-498,470
-99% -$17.4M ﹤0.01% 865
2013
Q2 		$17.1M Buy
+504,660
New +$16.1M 0.5% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Weiss Multi-Strategy Advisers's TFC Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 558,351 shares — an estimated $20.6M sold.

Weiss Multi-Strategy Advisers first reported a position in TFC in Q2 2013 and held it in 12 quarters. The position peaked at $33.1M in Q4 2014. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 558,351 Truist Financial shares in Q1 2024, an estimated $20.6M.
  • Weiss Multi-Strategy Advisers first reported a position in Truist Financial in Q2 2013 and held it in 12 quarters.
  • Weiss Multi-Strategy Advisers's Truist Financial position peaked at $33.1M in Q4 2014.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.