WFA
TFC icon

Wellspring Financial Advisors’s Truist Financial TFC Stock Holding History

Wellspring Financial Advisors’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
Q1 		– Sell
-2,406
Closed -$104K – 131
2022
Q4 		$104K Buy
+2,406
New +$106K 0.03% 125

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellspring Financial Advisors's TFC Position: Q1 2023 in Review

Wellspring Financial Advisors sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 2,406 shares — an estimated $104K sold.

Wellspring Financial Advisors first reported a position in TFC in Q4 2022 and held it in 1 quarter. The position peaked at $104K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • Wellspring Financial Advisors reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,406 Truist Financial shares in Q1 2023, an estimated $104K.
  • Wellspring Financial Advisors first reported a position in Truist Financial in Q4 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's Truist Financial position peaked at $104K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on Wellspring Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.