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YHB Investment Advisors’s Truist Financial TFC Stock Holding History

YHB Investment 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
2023
Q3 		– Sell
-80,861
Closed -$2.45M – 285
2023
Q2 		$2.45M Sell
80,861
-3,041
-4% -$94.4K 0.23% 101
2023
Q1 		$2.86M Buy
83,902
+1,332
+2% +$58.1K 0.29% 92
2022
Q4 		$3.55M Sell
82,570
-305
-0.4% -$13.4K 0.38% 76
2022
Q3 		$3.61M Sell
82,875
-1,402
-2% -$67.5K 0.4% 68
2022
Q2 		$4M Sell
84,277
-1,164
-1% -$57.4K 0.42% 68
2022
Q1 		$4.84M Sell
85,441
-676
-0.8% -$41.8K 0.43% 67
2021
Q4 		$5.04M Buy
86,117
+822
+1% +$50.2K 0.4% 65
2021
Q3 		$5M Buy
85,295
+1,498
+2% +$83.7K 0.43% 61
2021
Q2 		$4.65M Buy
83,797
+1,779
+2% +$105K 0.4% 67
2021
Q1 		$4.74M Sell
82,018
-1,550
-2% -$85K 0.41% 66
2020
Q4 		$4M Sell
83,568
-473
-0.6% -$21.4K 0.38% 72
2020
Q3 		$3.2M Sell
84,041
-24,178
-22% -$911K 0.35% 72
2020
Q2 		$4.06M Buy
108,219
+5,622
+5% +$202K 0.59% 52
2020
Q1 		$3.16M Buy
102,597
+6,407
+7% +$303K 0.55% 53
2019
Q4 		$5.42M Buy
+96,190
New +$5.21M 0.77% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YHB Investment Advisors's TFC Position: Q3 2023 in Review

YHB Investment Advisors sold out of Truist Financial (TFC) in Q3 2023, closing a stake of 80,861 shares — an estimated $2.45M sold.

YHB Investment Advisors first reported a position in TFC in Q4 2019 and held it in 15 quarters. The position peaked at $5.42M in Q4 2019. 1,269 funds tracked by Wall St. Rank hold TFC as of Q3 2023.

  • YHB Investment Advisors reported no remaining Truist Financial position as of Q3 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 80,861 Truist Financial shares in Q3 2023, an estimated $2.45M.
  • YHB Investment Advisors first reported a position in Truist Financial in Q4 2019 and held it in 15 quarters.
  • YHB Investment Advisors's Truist Financial position peaked at $5.42M in Q4 2019.
  • 1,269 funds tracked by Wall St. Rank held Truist Financial as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.