WR Wealth Planners’s Truist Financial TFC Stock Holding History

WR Wealth Planners’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	$10.9K	Sell	250 -5	-2%	-$223	﹤0.01%	578
2024 Q3	$10.9K	Sell	255 -174	-41%	-$7.35K	﹤0.01%	610
2024 Q2	$16.7K	Sell	429 -31	-7%	-$1.17K	0.01%	476
2024 Q1	$17.9K	Buy	+460	New	+$16.8K	0.01%	476
2023 Q4	–	Sell	-336	Closed	-$9.63K	–	790
2023 Q3	$9.63K	Buy	336 +4	+1%	+$123	﹤0.01%	577
2023 Q2	$10.1K	Sell	332 -275	-45%	-$8.54K	﹤0.01%	574
2023 Q1	$20.7K	Buy	607 +282	+87%	+$12.3K	0.01%	423
2022 Q4	$14K	Buy	325 +3	+0.9%	+$132	0.01%	240
2022 Q3	$14K	Buy	322 +3	+0.9%	+$144	0.01%	230
2022 Q2	$15.1K	Buy	319 +3	+0.9%	+$148	0.01%	250
2022 Q1	$17.9K	Buy	+316	New	+$19.5K	0.01%	240

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's TFC Position: Q4 2024 in Review

WR Wealth Planners reduced its Truist Financial (TFC) stake by 2% in Q4 2024, selling an estimated $223 and leaving 250 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

WR Wealth Planners first reported a position in TFC in Q1 2022 and has held it in 11 quarters since. The position peaked at $20.7K in Q1 2023. 1,569 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

WR Wealth Planners held 250 shares of Truist Financial worth $10.9K as of Q4 2024.
WR Wealth Planners sold 5 Truist Financial shares in Q4 2024, an estimated $223.
Truist Financial made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #578 holding.
WR Wealth Planners first reported a position in Truist Financial in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Truist Financial position peaked at $20.7K in Q1 2023.
1,569 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.