Winning Points Advisors’s Truist Financial TFC Stock Holding History

Winning Points Advisors’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
2022 Q1	–	Sell	-5,645	Closed	-$277K	–	79
2021 Q4	$277K	Buy	+5,645	New	+$345K	0.2%	61
2020 Q1	–	Sell	-5,610	Closed	-$316K	–	75
2019 Q4	$316K	Sell	5,610 -35	-0.6%	-$1.9K	0.2%	58
2019 Q3	$302K	Hold	5,645	–	–	0.22%	58
2019 Q2	$277K	Hold	5,645	–	–	0.2%	61
2019 Q1	$263K	Hold	5,645	–	–	0.2%	60
2018 Q4	$251K	Buy	5,645 +200	+4%	+$9.6K	0.22%	59
2018 Q3	$264K	Sell	5,445 -200	-4%	-$10.3K	0.19%	62
2018 Q2	$285K	Hold	5,645	–	–	0.23%	60
2018 Q1	$291K	Hold	5,645	–	–	0.24%	61
2017 Q4	$281K	Hold	5,645	–	–	0.23%	62
2017 Q3	$265K	Hold	5,645	–	–	0.23%	60
2017 Q2	$260K	Hold	5,645	–	–	0.25%	60
2017 Q1	$255K	Buy	+5,645	New	+$264K	0.25%	59

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Winning Points Advisors's TFC Position: Q1 2022 in Review

Winning Points Advisors sold out of Truist Financial (TFC) in Q1 2022, closing a stake of 5,645 shares — an estimated $277K sold.

Winning Points Advisors first reported a position in TFC in Q1 2017 and held it in 13 quarters. The position peaked at $316K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold TFC as of Q1 2022.

Winning Points Advisors reported no remaining Truist Financial position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 5,645 Truist Financial shares in Q1 2022, an estimated $277K.
Winning Points Advisors first reported a position in Truist Financial in Q1 2017 and held it in 13 quarters.
Winning Points Advisors's Truist Financial position peaked at $316K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Truist Financial as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.