Tfc Financial Management Incresed Positions in Q3 2024

Tfc Financial Management

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TILE
Interface Inc

Consumer Cyclical
207
+ 8.28%
$14.17 - $19.02 $2.93K - $3.94K
2.71K $51K
WAT
Waters Corp

Healthcare
4
+ 2.0%
$282.7 - $359.89 $1.13K - $1.44K
204 $73K
BX
Blackstone Inc.

Financial Services
60
+ 30.0%
$120.77 - $159.66 $7.25K - $9.58K
260 $39K
SOFI
So Fi Technologies, Inc.

Financial Services
311
+ 3.29%
$6.32 - $8.19 $1.97K - $2.55K
9.77K $76K
VEA
Vanguard Ftse Developed Market

ETFs
124
+ 6.2%
$47.6 - $53.31 $5.9K - $6.61K
2.12K $112K
PFE
Pfizer Inc

Healthcare
104
+ 1.03%
$27.7 - $31.39 $2.88K - $3.26K
10.2K $295K
CDW
Cdw Corp

Technology
50
+ 34.48%
$206.67 - $239.84 $10.3K - $12K
195 $44K
BDX
Becton Dickinson & CO

Healthcare
27
+ 3.2%
$221.47 - $242.41 $5.98K - $6.55K
871 $209K
MS
Morgan Stanley

Financial Services
78
+ 22.61%
$92.07 - $106.96 $7.18K - $8.34K
423 $44K
UBER
Uber Technologies, Inc

Technology
138
+ 600.0%
$58.48 - $77.47 $8.07K - $10.7K
161 $12K
RELX
Relx PLC

Communication Services
132
+ 6.86%
$44.1 - $48.86 $5.82K - $6.45K
2.06K $97K
GTLS
Chart Industries Inc

Industrials
80
+ 80.0%
$106.83 - $168.99 $8.55K - $13.5K
180 $22K
TGLS
Tecnoglass Inc.

Basic Materials
84
+ 77.78%
$47.6 - $68.94 $4K - $5.79K
192 $13K
CMCSA
Comcast Corp

Communication Services
167
+ 44.77%
$37.33 - $41.78 $6.23K - $6.98K
540 $22K
MSTR
Microstrategy Inc

Technology
225
+ 900.0%
$114.3 - $1800.09 $25.7K - $405K
250 $42K
AZO
Autozone Inc

Consumer Cyclical
2
+ 40.0%
$2815.0 - $3212.87 $5.63K - $6.43K
7 $22K
VT
Vanguard Total World Stk Index

ETFs
30
+ 5.73%
$107.72 - $119.96 $3.23K - $3.6K
554 $66K
YUM
Yum Brands Inc

Consumer Cyclical
48
+ 126.32%
$125.95 - $139.96 $6.05K - $6.72K
86 $12K
DFIV
Dimensional ETF Tr

ETFs
18
+ 0.61%
$34.66 - $38.38 $624 - $691
2.97K $113K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
20
+ 37.04%
$233.81 - $287.01 $4.68K - $5.74K
74 $20K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
32
+ 188.24%
$194.69 - $239.18 $6.23K - $7.65K
49 $10K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 0.14%
$152.9 - $180.39 $459 - $541
2.18K $380K
AWK
American Water Works Company, Inc.

Utilities
22
+ 9.82%
$127.76 - $149.9 $2.81K - $3.3K
246 $35K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4
+ 0.4%
$57.69 - $64.56 $231 - $258
1K $64K
TW
Tradeweb Markets Inc.

Financial Services
22
+ 11.7%
$104.25 - $123.67 $2.29K - $2.72K
210 $25K
VRT
Vertiv Holdings CO

Industrials
73
+ 6.7%
$86.66 - $86.66 $6.33K - $6.33K
1.16K $100K
SLB
Schlumberger Limited

Energy
173
+ 54.92%
$39.57 - $49.67 $6.85K - $8.59K
488 $20K
FTNT
Fortinet, Inc.

Technology
54
+ 42.86%
$55.39 - $77.55 $2.99K - $4.19K
180 $13K
DASH
Door Dash, Inc.

Communication Services
40
+ 800.0%
$100.28 - $143.99 $4.01K - $5.76K
45 $6K
TDY
Teledyne Technologies Inc

Technology
12
+ 171.43%
$381.47 - $437.71 $4.58K - $5.25K
19 $8K
PRGO
Perrigo CO PLC

Healthcare
134
+ 5.47%
$25.44 - $29.27 $3.41K - $3.92K
2.58K $67K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4
+ 0.31%
$56.04 - $62.2 $224 - $249
1.3K $80K
XYL
Xylem Inc.

Industrials
40
+ 3.75%
$126.14 - $141.53 $5.05K - $5.66K
1.11K $149K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
154
+ 118.46%
$28.08 - $32.61 $4.32K - $5.02K
284 $8K
APTV
Aptiv PLC

Consumer Cyclical
52
+ 8.74%
$65.39 - $74.24 $3.4K - $3.86K
647 $46K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.08%
$46.9 - $51.96 $46.9 - $52
1.26K $64K
DHI
Horton D R Inc

Consumer Cyclical
9
+ 32.14%
$135.21 - $197.06 $1.22K - $1.77K
37 $7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 3.19%
$460.0 - $505.78 $4.6K - $5.06K
323 $150K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5
+ 0.56%
$47.12 - $51.72 $236 - $259
905 $46K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.49%
$61.11 - $67.85 $244 - $271
826 $56K
CE
Celanese Corp

Basic Materials
30
+ 120.0%
$119.16 - $147.51 $3.57K - $4.43K
55 $7K
ROK
Rockwell Automation, Inc

Industrials
35
+ 4.69%
$248.27 - $294.37 $8.69K - $10.3K
781 $209K
NU
Nu Holdings Ltd.

Financial Services
173
+ 11.88%
$10.71 - $15.14 $1.85K - $2.62K
1.63K $22K
MTB
M&T Bank Corp

Financial Services
1
+ 0.6%
$146.49 - $179.85 $146 - $180
168 $29K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.32%
$86.95 - $97.09 $87 - $97.1
312 $30K
LRCX
Lam Research Corp

Technology
12
+ 41.38%
$731.56 - $1127.3 $8.78K - $13.5K
41 $33K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
105
+ 87.5%
$17.83 - $25.84 $1.87K - $2.71K
225 $5K
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 44.44%
$72.51 - $98.6 $1.45K - $1.97K
65 $6K
XEL
Xcel Energy Inc

Utilities
41
+ 256.25%
$52.11 - $65.3 $2.14K - $2.68K
57 $3K
Activity Summary
Buys All Purchases 381 New Holdings 151 Increased Positions 230 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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