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Xcel Wealth Management’s Truist Financial TFC Stock Holding History

Xcel Wealth Management’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
Q3 		– Sell
-6,639
Closed -$258K – 131
2024
Q2 		$258K Sell
6,639
-1,500
-18% -$56.7K 0.08% 115
2024
Q1 		$317K Sell
8,139
-2,676
-25% -$97.9K 0.1% 96
2023
Q4 		$399K Sell
10,815
-1,701
-14% -$53.4K 0.14% 85
2023
Q3 		$358K Sell
12,516
-4,856
-28% -$149K 0.14% 86
2023
Q2 		$527K Buy
17,372
+1,300
+8% +$40.4K 0.17% 86
2023
Q1 		$548K Buy
16,072
+7,950
+98% +$347K 0.19% 78
2022
Q4 		$349K Hold
8,122
– – 0.14% 99
2022
Q3 		$354K Hold
8,122
– – 0.13% 94
2022
Q2 		$385K Buy
8,122
+1
+0% +$49 0.14% 87
2022
Q1 		$460K Hold
8,121
– – 0.13% 97
2021
Q4 		$475K Buy
8,121
+153
+2% +$9.35K 0.12% 104
2021
Q3 		$467K Hold
7,968
– – 0.14% 101
2021
Q2 		$442K Sell
7,968
-1,000
-11% -$58.7K 0.13% 100
2021
Q1 		$523K Hold
8,968
– – 0.19% 86
2020
Q4 		$429K Hold
8,968
– – 0.19% 84
2020
Q3 		$341K Hold
8,968
– – 0.18% 85
2020
Q2 		$336K Sell
8,968
-245
-3% -$8.82K 0.21% 76
2020
Q1 		$284K Sell
9,213
-968
-10% -$45.8K 0.26% 66
2019
Q4 		$573K Buy
+10,181
New +$551K 0.48% 42

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Xcel Wealth Management's TFC Position: Q3 2024 in Review

Xcel Wealth Management sold out of Truist Financial (TFC) in Q3 2024, closing a stake of 6,639 shares — an estimated $258K sold.

Xcel Wealth Management first reported a position in TFC in Q4 2019 and held it in 19 quarters. The position peaked at $573K in Q4 2019. 1,475 funds tracked by Wall St. Rank hold TFC as of Q3 2024.

  • Xcel Wealth Management reported no remaining Truist Financial position as of Q3 2024 after selling out during the quarter.
  • Xcel Wealth Management sold 6,639 Truist Financial shares in Q3 2024, an estimated $258K.
  • Xcel Wealth Management first reported a position in Truist Financial in Q4 2019 and held it in 19 quarters.
  • Xcel Wealth Management's Truist Financial position peaked at $573K in Q4 2019.
  • 1,475 funds tracked by Wall St. Rank held Truist Financial as of Q3 2024.

Based on Xcel Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.