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WMS Partners’s Truist Financial TFC Stock Holding History

WMS Partners’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
2021
Q4 		– Sell
-3,456
Closed -$203K – 258
2021
Q3 		$203K Buy
+3,456
New +$193K 0.03% 260
2021
Q2 		– Sell
-3,456
Closed -$202K – 269
2021
Q1 		$202K Buy
+3,456
New +$189K 0.05% 217
2020
Q1 		– Sell
-5,857
Closed -$330K – 218
2019
Q4 		$330K Buy
5,857
+2,069
+55% +$112K 0.07% 167
2019
Q3 		$202K Buy
+3,788
New +$188K 0.05% 217
2017
Q4 		– Sell
-4,478
Closed -$210K – 238
2017
Q3 		$210K Sell
4,478
-49
-1% -$2.25K 0.03% 201
2017
Q2 		$206K Buy
4,527
+36
+0.8% +$1.56K 0.03% 203
2017
Q1 		$201K Buy
+4,491
New +$210K 0.03% 192

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

WMS Partners's TFC Position: Q4 2021 in Review

WMS Partners sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 3,456 shares — an estimated $203K sold.

WMS Partners first reported a position in TFC in Q1 2017 and held it in 7 quarters. The position peaked at $330K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

  • WMS Partners reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 3,456 Truist Financial shares in Q4 2021, an estimated $203K.
  • WMS Partners first reported a position in Truist Financial in Q1 2017 and held it in 7 quarters.
  • WMS Partners's Truist Financial position peaked at $330K in Q4 2019.
  • 1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.