WIM
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Westside Investment Management’s Truist Financial TFC Stock Holding History

Westside Investment 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
Q1 		– Sell
-994
Closed -$36.7K – 911
2023
Q4 		$36.7K Hold
994
– – 0.01% 401
2023
Q3 		$28.4K Hold
994
– – 0.01% 433
2023
Q2 		$30.2K Sell
994
-76
-7% -$2.36K 0.01% 433
2023
Q1 		$36.5K Hold
1,070
– – 0.01% 398
2022
Q4 		$46 Hold
1,070
– – ﹤0.01% 420
2022
Q3 		$46 Hold
1,070
– – ﹤0.01% 417
2022
Q2 		$50 Hold
1,070
– – ﹤0.01% 409
2022
Q1 		$60 Hold
1,070
– – ﹤0.01% 400
2021
Q4 		$62 Hold
1,070
– – ﹤0.01% 387
2021
Q3 		$62 Hold
1,070
– – ﹤0.01% 377
2021
Q2 		$59 Hold
1,070
– – ﹤0.01% 371
2021
Q1 		$62 Hold
1,070
– – ﹤0.01% 358
2020
Q4 		$51 Hold
1,070
– – ﹤0.01% 343
2020
Q3 		$40 Hold
1,070
– – ﹤0.01% 363
2020
Q2 		$40 Hold
1,070
– – ﹤0.01% 348
2020
Q1 		$32 Buy
+1,070
New +$50.6K ﹤0.01% 368
2019
Q2 		$48 Buy
+994
New +$48.7K ﹤0.01% 318
2018
Q4 		$43.1K Hold
994
– – 0.02% 308
2018
Q3 		$48.1K Hold
994
– – 0.02% 264
2018
Q2 		$50.9K Hold
994
– – 0.02% 295
2018
Q1 		$50.6K Hold
994
– – 0.03% 281
2017
Q4 		$51.2K Hold
994
– – 0.03% 281
2017
Q3 		$47.2K Hold
994
– – 0.03% 276
2017
Q2 		$45.1K Hold
994
– – 0.03% 273
2017
Q1 		$43.7K Hold
994
– – 0.02% 273
2016
Q4 		$46.5K Buy
+994
New +$42.3K 0.03% 190

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Westside Investment Management's TFC Position: Q1 2024 in Review

Westside Investment Management sold out of Truist Financial (TFC) in Q1 2024, closing a stake of 994 shares — an estimated $36.7K sold.

Westside Investment Management first reported a position in TFC in Q4 2016 and held it in 26 quarters. The position peaked at $51.2K in Q4 2017. 1,421 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

  • Westside Investment Management reported no remaining Truist Financial position as of Q1 2024 after selling out during the quarter.
  • Westside Investment Management sold 994 Truist Financial shares in Q1 2024, an estimated $36.7K.
  • Westside Investment Management first reported a position in Truist Financial in Q4 2016 and held it in 26 quarters.
  • Westside Investment Management's Truist Financial position peaked at $51.2K in Q4 2017.
  • 1,421 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Westside Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.