Westfield Capital Management
TFC icon

Westfield Capital Management’s Truist Financial TFC Stock Holding History

Westfield Capital 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
2023
Q3 		– Sell
-21,720
Closed -$659K – 252
2023
Q2 		$659K Buy
+21,720
New +$675K ﹤0.01% 216

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Bank of America
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JP Morgan Chase
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Westfield Capital Management's TFC Position: Q3 2023 in Review

Westfield Capital Management sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 21,720 shares — an estimated $659K sold.

Westfield Capital Management first reported a position in TFC in Q2 2023 and held it in 1 quarter. The position peaked at $659K in Q2 2023. 1,270 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • Westfield Capital Management reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • Westfield Capital Management sold 21,720 Truist Financial shares in Q3 2023, an estimated $659K.
  • Westfield Capital Management first reported a position in Truist Financial in Q2 2023 and held it in 1 quarter.
  • Westfield Capital Management's Truist Financial position peaked at $659K in Q2 2023.
  • 1,270 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on Westfield Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.