Zeke Capital Advisors’s Truist Financial TFC Stock Holding History

Zeke Capital 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
2022 Q4	$419K	Buy	9,737 +737	+8%	+$32.3K	0.03%	272
2022 Q3	$391K	Sell	9,000 -27	-0.3%	-$1.3K	0.03%	252
2022 Q2	$428K	Sell	9,027 -105	-1%	-$5.18K	0.03%	249
2022 Q1	$518K	Buy	+9,132	New	+$564K	0.03%	222
2020 Q1	–	Sell	-28,955	Closed	-$1.63M	–	480
2019 Q4	$1.63M	Buy	28,955 +10,587	+58%	+$573K	0.14%	127
2019 Q3	$980K	Sell	18,368 -198	-1%	-$9.81K	0.09%	196
2019 Q2	$912K	Buy	18,566 +198	+1%	+$9.7K	0.09%	205
2019 Q1	$855K	Buy	18,368 +128	+0.7%	+$6.24K	0.08%	215
2018 Q4	$790K	Sell	18,240 -1,004	-5%	-$48.2K	0.08%	242
2018 Q3	$934K	Hold	19,244	–	–	0.08%	262
2018 Q2	$971K	Sell	19,244 -2,073	-10%	-$110K	0.09%	190
2018 Q1	$1.11M	Buy	21,317 +5,813	+37%	+$313K	0.1%	172
2017 Q4	$771K	Buy	15,504 +2,925	+23%	+$141K	0.08%	203
2017 Q3	$590K	Buy	+12,579	New	+$578K	0.08%	193
2017 Q2	–	Sell	-5,155	Closed	-$230K	–	315
2017 Q1	$230K	Buy	5,155 +582	+13%	+$27.2K	0.05%	226
2016 Q4	$215K	Buy	+4,573	New	+$195K	0.06%	177

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Zeke Capital Advisors's TFC Position: Q4 2022 in Review

Zeke Capital Advisors increased its Truist Financial (TFC) stake by 8.2% in Q4 2022, buying an estimated $32.3K and bringing the position to 9,737 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #272.

Zeke Capital Advisors first reported a position in TFC in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.63M in Q4 2019. 1,488 funds tracked by Wall St. Rank hold TFC as of Q4 2022.

Zeke Capital Advisors held 9,737 shares of Truist Financial worth $419K as of Q4 2022.
Zeke Capital Advisors bought 737 Truist Financial shares in Q4 2022, an estimated $32.3K.
Truist Financial made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #272 holding.
Zeke Capital Advisors first reported a position in Truist Financial in Q4 2016 and has held it in 16 quarters since.
Zeke Capital Advisors's Truist Financial position peaked at $1.63M in Q4 2019.
1,488 funds tracked by Wall St. Rank held Truist Financial as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.