YorkBridge Wealth Partners’s Truist Financial TFC Stock Holding History

YorkBridge Wealth Partners’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
2021 Q4	–	Sell	-5,093	Closed	-$299K	–	286
2021 Q3	$299K	Hold	5,093	–	–	0.08%	213
2021 Q2	$283K	Hold	5,093	–	–	0.07%	217
2021 Q1	$297K	Hold	5,093	–	–	0.09%	196
2020 Q4	$244K	Buy	+5,093	New	+$231K	0.08%	173
2020 Q1	–	Sell	-5,093	Closed	-$287K	–	182
2019 Q4	$287K	Buy	+5,093	New	+$276K	0.13%	146
2019 Q1	–	Sell	-517	Closed	-$22K	–	773
2018 Q4	$22K	Hold	517	–	–	0.01%	446
2018 Q3	$25K	Sell	517 -307	-37%	-$15.8K	0.01%	476
2018 Q2	$42K	Hold	824	–	–	0.02%	382
2018 Q1	$43K	Hold	824	–	–	0.02%	383
2017 Q4	$44K	Hold	824	–	–	0.02%	385
2017 Q3	$39K	Buy	824 +307	+59%	+$14.1K	0.02%	405
2017 Q2	$24K	Hold	517	–	–	0.01%	467
2017 Q1	$22K	Hold	517	–	–	0.01%	489
2016 Q4	$23K	Buy	+517	New	+$22K	0.01%	458

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

YorkBridge Wealth Partners's TFC Position: Q4 2021 in Review

YorkBridge Wealth Partners sold out of Truist Financial (TFC) in Q4 2021, closing a stake of 5,093 shares — an estimated $299K sold.

YorkBridge Wealth Partners first reported a position in TFC in Q4 2016 and held it in 14 quarters. The position peaked at $299K in Q3 2021. 1,486 funds tracked by Wall St. Rank hold TFC as of Q4 2021.

YorkBridge Wealth Partners reported no remaining Truist Financial position as of Q4 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 5,093 Truist Financial shares in Q4 2021, an estimated $299K.
YorkBridge Wealth Partners first reported a position in Truist Financial in Q4 2016 and held it in 14 quarters.
YorkBridge Wealth Partners's Truist Financial position peaked at $299K in Q3 2021.
1,486 funds tracked by Wall St. Rank held Truist Financial as of Q4 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.