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WrapManager Inc’s Truist Financial TFC Stock Holding History

WrapManager Inc’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
-4,909
Closed -$210K – 249
2024
Q3 		$210K Sell
4,909
-2,366
-33% -$99.9K 0.05% 220
2024
Q2 		$283K Sell
7,275
-1,229
-14% -$46.4K 0.08% 201
2024
Q1 		$331K Sell
8,504
-1,056
-11% -$38.6K 0.09% 188
2023
Q4 		$353K Sell
9,560
-1,838
-16% -$57.7K 0.1% 180
2023
Q3 		$326K Sell
11,398
-1,607
-12% -$49.4K 0.1% 179
2023
Q2 		$395K Sell
13,005
-6,862
-35% -$213K 0.12% 166
2023
Q1 		$677K Buy
19,867
+10,464
+111% +$457K 0.21% 109
2022
Q4 		$405K Sell
9,403
-4,100
-30% -$180K 0.13% 159
2022
Q3 		$588K Buy
13,503
+3,523
+35% +$170K 0.2% 114
2022
Q2 		$473K Buy
9,980
+4,075
+69% +$201K 0.15% 148
2022
Q1 		$335K Buy
5,905
+113
+2% +$6.98K 0.09% 217
2021
Q4 		$339K Buy
5,792
+38
+0.7% +$2.32K 0.08% 226
2021
Q3 		$337K Buy
+5,754
New +$322K 0.09% 223

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

WrapManager Inc's TFC Position: Q4 2024 in Review

WrapManager Inc sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 4,909 shares — an estimated $210K sold.

WrapManager Inc first reported a position in TFC in Q3 2021 and held it in 13 quarters. The position peaked at $677K in Q1 2023. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

  • WrapManager Inc reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
  • WrapManager Inc sold 4,909 Truist Financial shares in Q4 2024, an estimated $210K.
  • WrapManager Inc first reported a position in Truist Financial in Q3 2021 and held it in 13 quarters.
  • WrapManager Inc's Truist Financial position peaked at $677K in Q1 2023.
  • 1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

Based on WrapManager Inc's 13F filing for Q4 2024, filed 4 Feb 2025.