Western Pacific Wealth Management’s Truist Financial TFC Stock Holding History

Western Pacific Wealth Management’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 Q4	–	Sell	-1,301	Closed	-$55.6K	–	265
2024 Q3	$55.6K	Buy	+1,301	New	+$54.9K	0.04%	159
2023 Q4	–	Sell	-2,840	Closed	-$81.3K	–	278
2023 Q3	$81.3K	Sell	2,840 -428	-13%	-$13.2K	0.07%	99
2023 Q2	$99.2K	Buy	3,268 +2,840	+664%	+$88.2K	0.08%	80
2023 Q1	$14.6K	Sell	428 -862	-67%	-$37.6K	0.01%	195
2022 Q4	$55.5K	Buy	1,290 +465	+56%	+$20.4K	0.05%	127
2022 Q3	$35K	Buy	+825	New	+$39.7K	0.03%	132

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Pacific Wealth Management's TFC Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 1,301 shares — an estimated $55.6K sold.

Western Pacific Wealth Management first reported a position in TFC in Q3 2022 and held it in 6 quarters. The position peaked at $99.2K in Q2 2023. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

Western Pacific Wealth Management reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,301 Truist Financial shares in Q4 2024, an estimated $55.6K.
Western Pacific Wealth Management first reported a position in Truist Financial in Q3 2022 and held it in 6 quarters.
Western Pacific Wealth Management's Truist Financial position peaked at $99.2K in Q2 2023.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.