Truist Financial Corp equities shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Truist Financial Corp equities
Tip: Access up to 7 years of quarterly data
All positions including Truist Financial Corp equities held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Truist Financial Corp equities by Keudell/Morrison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $410k | 11k | 38.98 |
2023-12-31 | $342k | 9.3k | 36.92 |
2023-09-30 | $299k | 11k | 28.61 |
2023-06-30 | $211k | 7.0k | 30.35 |
2023-03-31 | $249k | 7.3k | 34.10 |
2022-12-31 | $269k | 6.3k | 43.03 |
2022-09-30 | $281k | 6.5k | 43.49 |
2022-06-30 | $272k | 5.7k | 47.50 |
2022-03-31 | $200k | 3.5k | 56.67 |
2021-09-30 | $202k | 3.5k | 58.53 |
More positions owned by Keudell/Morrison Wealth Management
View all positions for Keudell/Morrison Wealth Management
Top funds holding Truist Financial Corp equities
View all funds holding Truist Financial Corp equities