Wells Trecaso Financial Group’s Truist Financial TFC Stock Holding History

Wells Trecaso Financial 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	-3,500	Closed	-$205K	–	100
2021 Q4	$205K	Hold	3,500	–	–	0.09%	86
2021 Q3	$205K	Buy	+3,500	New	+$196K	0.1%	81
2021 Q2	–	Sell	-3,500	Closed	-$204K	–	94
2021 Q1	$204K	Buy	+3,500	New	+$192K	0.11%	79
2018 Q1	–	Sell	-4,238	Closed	-$211K	–	69
2017 Q4	$211K	Buy	+4,238	New	+$205K	0.21%	61

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Wells Trecaso Financial Group's TFC Position: Q1 2022 in Review

Wells Trecaso Financial Group sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 3,500 shares — an estimated $205K sold.

Wells Trecaso Financial Group first reported a position in TFC in Q4 2017 and held it in 4 quarters. The position peaked at $211K in Q4 2017. 1,507 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Wells Trecaso Financial Group reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Wells Trecaso Financial Group sold 3,500 Truist Financial shares in Q1 2022, an estimated $205K.
Wells Trecaso Financial Group first reported a position in Truist Financial in Q4 2017 and held it in 4 quarters.
Wells Trecaso Financial Group's Truist Financial position peaked at $211K in Q4 2017.
1,507 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Wells Trecaso Financial Group's 13F filing for Q1 2022, filed 14 Apr 2022.