Wipfli Financial Advisors’s Truist Financial TFC Stock Holding History

Wipfli Financial 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 Q3	$620K	Buy	+14,251	New	+$686K	0.04%	180

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Wipfli Financial Advisors's TFC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Truist Financial (TFC) in Q3 2022: 14,251 shares worth $620K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

1,423 funds tracked by Wall St. Rank hold TFC as of Q3 2022.

Wipfli Financial Advisors held 14,251 shares of Truist Financial worth $620K as of Q3 2022.
Truist Financial was a new Wipfli Financial Advisors position in Q3 2022.
Truist Financial made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #180 holding.
1,423 funds tracked by Wall St. Rank held Truist Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.