Tfc Financial Management Purchases and Sells in Q4 2024

Tfc Financial Management

$631 Million
Q4 2024

Top Buys

Incresed Positions

149 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.23K + 0.77%	$570.51 - $610.59 $1.27M - $1.36M	294K $173M
SHY	39.5K + 4.8%	$81.68 - $82.93 $3.22M - $3.27M	861K $70.6M
JQUA	16.5K + 2.67%	$55.86 - $60.21 $920K - $992K	634K $36.3M
AAPL	1.71K + 3.22%	$221.69 - $259.02 $378K - $442K	54.7K $13.7M
TSLA	123 + 1.4%	$213.65 - $479.86 $26.3K - $59K	8.93K $3.61M
IEMG	15.1K + 3.57%	N/A	439K $23.5M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	8.27K New	$105.78 - $108.7 $875K - $899K	8.27K $880K
AGG	4.35K New	$96.64 - $101.23 $420K - $440K	4.35K $421K
IWV	375 New	$323.08 - $349.08 $121K - $131K	375 $125K
SUB	800 New	$104.94 - $106.2 $84K - $85K	800 $84K
NUBD	700 New	$21.66 - $22.69 $15.2K - $15.9K	700 $15K
JXN	150 New	$84.91 - $113.74 $12.7K - $17.1K	150 $13K

Top Sells

Reduced Positions

165 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUV	-10.7K - 1.1%	$40.38 - $44.35 $431K - $473K	957K $39.2M
JNJ	-122 - 0.24%	$143.34 - $165.86 $17.5K - $20.2K	51.4K $7.43M
GVI	-8.39K - 61.69%	$103.89 - $107.05 $872K - $899K	5.21K $543K
MRK	-1.62K - 3.95%	$96.31 - $114.76 $156K - $186K	39.3K $3.91M
BRK-B	-388 - 2.93%	$442.29 - $483.08 $172K - $187K	12.9K $5.83M
MSFT	-323 - 2.14%	$406.35 - $454.46 $131K - $147K	14.8K $6.22M

Activity Summary All Purchases 194 New Holdings 45 Increased Positions 149 All Sells 165 Reductions 165 Sold out 0 Calls 0 Puts 0

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