William Blair Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,791
| Closed | -$504K | – | 420 |
|
|
2023
Q1 | $504K | Sell |
14,791
-11,189
| -43% | -$382K | ﹤0.01% | 358 |
|
|
2022
Q4 | $1.12M | Sell |
25,980
-339
| -1% | -$14.6K | ﹤0.01% | 351 |
|
|
2022
Q3 | $1.15M | Buy |
26,319
+1,083
| +4% | +$47.2K | ﹤0.01% | 353 |
|
|
2022
Q2 | $1.2M | Sell |
25,236
-160
| -0.6% | -$7.59K | ﹤0.01% | 359 |
|
|
2022
Q1 | $1.44M | Sell |
25,396
-4,588
| -15% | -$260K | ﹤0.01% | 375 |
|
|
2021
Q4 | $1.76M | Buy |
29,984
+10,144
| +51% | +$594K | ﹤0.01% | 364 |
|
|
2021
Q3 | $1.16M | Buy |
19,840
+5,209
| +36% | +$306K | ﹤0.01% | 385 |
|
|
2021
Q2 | $812K | Buy |
+14,631
| New | +$812K | ﹤0.01% | 345 |
|