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Truist Financial Corp equities shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $290k 6.8k 42.77
2024-06-30 $264k 6.8k 38.85
2024-03-31 $284k 7.3k 38.98
2023-12-31 $281k 7.6k 36.92
2023-09-30 $254k 8.9k 28.61
2023-06-30 $310k 10k 30.35
2023-03-31 $387k 11k 34.10
2022-12-31 $883k 21k 43.03
2022-09-30 $928k 21k 43.52
2022-06-30 $1.1M 22k 47.43
2022-03-31 $1.2M 22k 56.71
2021-12-31 $1.3M 22k 58.56
2021-09-30 $1.3M 23k 58.65
2021-06-30 $1.3M 23k 55.49
2020-12-31 $652k 14k 47.94
2020-09-30 $552k 15k 38.06
2020-06-30 $813k 22k 37.56
2020-03-31 $702k 23k 30.82
2019-12-31 $1.3M 23k 56.32