WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Truist Financial TFC Stock Holding History

WorldQuant Millennium 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
2024
Q4 		– Sell
-94,911
Closed -$4.06M – 505
2024
Q3 		$4.06M Buy
+94,911
New +$4.01M 0.03% 298
2024
Q1 		– Sell
-377,173
Closed -$13.9M – 404
2023
Q4 		$13.9M Buy
+377,173
New +$11.8M 0.19% 144
2023
Q1 		– Sell
-98,895
Closed -$4.25M – 409
2022
Q4 		$4.25M Hold
98,895
– – 0.1% 214
2022
Q3 		$4.31M Sell
98,895
-64,557
-39% -$3.11M 0.1% 211
2022
Q2 		$7.75M Buy
+163,452
New +$8.06M 0.22% 140
2021
Q2 		– Sell
-42,402
Closed -$2.47M – 408
2021
Q1 		$2.47M Hold
42,402
– – 0.05% 287
2020
Q4 		$2.03M Sell
42,402
-4,852
-10% -$220K 0.04% 294
2020
Q3 		$1.8M Buy
47,254
+991
+2% +$37.3K 0.04% 289
2020
Q2 		$1.74M Sell
46,263
-8,430
-15% -$304K 0.04% 296
2020
Q1 		$1.69M Sell
54,693
-4,310
-7% -$204K 0.04% 277
2019
Q4 		$3.32M Sell
59,003
-2,593
-4% -$140K 0.06% 245
2019
Q3 		$3.29M Sell
61,596
-181
-0.3% -$8.97K 0.06% 234
2019
Q2 		$3.04M Buy
61,777
+10,090
+20% +$494K 0.06% 216
2019
Q1 		$2.4M Buy
51,687
+10,028
+24% +$489K 0.06% 214
2018
Q4 		$1.8M Buy
41,659
+13,120
+46% +$630K 0.05% 226
2018
Q3 		$1.39M Buy
28,539
+955
+3% +$49K 0.05% 226
2018
Q2 		$1.39M Buy
+27,584
New +$1.47M 0.05% 216

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WorldQuant Millennium Advisors's TFC Position: Q4 2024 in Review

WorldQuant Millennium Advisors sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 94,911 shares — an estimated $4.06M sold.

WorldQuant Millennium Advisors first reported a position in TFC in Q2 2018 and held it in 17 quarters. The position peaked at $13.9M in Q4 2023. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • WorldQuant Millennium Advisors reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • WorldQuant Millennium Advisors sold 94,911 Truist Financial shares in Q4 2024, an estimated $4.06M.
  • WorldQuant Millennium Advisors first reported a position in Truist Financial in Q2 2018 and held it in 17 quarters.
  • WorldQuant Millennium Advisors's Truist Financial position peaked at $13.9M in Q4 2023.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on WorldQuant Millennium Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.