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WESPAC Advisors SoCal’s Truist Financial TFC Stock Holding History

WESPAC Advisors SoCal’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
-80,313
Closed -$3.46M – 92
2022
Q4 		$3.46M Buy
+80,313
New +$3.52M 1.29% 31
2019
Q2 		– Sell
-250
Closed -$11K – 275
2019
Q1 		$11K Hold
250
– – 0.01% 222
2018
Q4 		$10K Buy
250
+150
+150% +$7.2K 0.01% 241
2018
Q3 		$4K Buy
+100
New +$5.13K ﹤0.01% 272
2018
Q2 		– Sell
-100
Closed -$5K – 234
2018
Q1 		$5K Hold
100
– – ﹤0.01% 226
2017
Q4 		$4K Hold
100
– – ﹤0.01% 218
2017
Q3 		$4K Hold
100
– – ﹤0.01% 233
2017
Q2 		$4K Hold
100
– – ﹤0.01% 217
2017
Q1 		$4.47K Buy
+100
New +$4.67K ﹤0.01% 216

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

WESPAC Advisors SoCal's TFC Position: Q1 2023 in Review

WESPAC Advisors SoCal sold out of Truist Financial (TFC) in Q1 2023, closing a stake of 80,313 shares — an estimated $3.46M sold.

WESPAC Advisors SoCal first reported a position in TFC in Q1 2017 and held it in 9 quarters. The position peaked at $3.46M in Q4 2022. 1,394 funds tracked by Wall St. Rank hold TFC as of Q1 2023.

  • WESPAC Advisors SoCal reported no remaining Truist Financial position as of Q1 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 80,313 Truist Financial shares in Q1 2023, an estimated $3.46M.
  • WESPAC Advisors SoCal first reported a position in Truist Financial in Q1 2017 and held it in 9 quarters.
  • WESPAC Advisors SoCal's Truist Financial position peaked at $3.46M in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Truist Financial as of Q1 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2023, filed 15 May 2023.