Adams Chetwood Wealth Management »

Truist Financial Corp equities shares owned by Adams Chetwood Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Adams Chetwood Wealth Management from 13F filings

Historical chart of Adams Chetwood 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 Adams Chetwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Adams Chetwood Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $1.0M 19k 56.67
2021-12-31 $1.1M 19k 58.57
2021-09-30 $1.1M 19k 58.66
2021-06-30 $872k 16k 55.47
2021-03-31 $1.0M 18k 58.30
2020-12-31 $842k 18k 47.90
2020-09-30 $686k 18k 38.07
2020-06-30 $535k 14k 37.57
2020-03-31 $516k 14k 36.24

More positions owned by Adams Chetwood Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Ishares Tr Msci Intl Qualty (IQLT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Amazon (AMZN)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)

View all positions for Adams Chetwood Wealth Management

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Dodge & Cox
Bank of America Corporation
Jpmorgan Chase & Co
Geode Capital Management
Amundi
Morgan Stanley
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Northern Trust
American Century Companies
Harris Associates L.P
Legal & General Group

View all funds holding Truist Financial Corp equities