Truist Financial Corp equities shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $548k | 13k | 42.77 |
| 2024-06-30 | $524k | 14k | 38.85 |
| 2024-03-31 | $527k | 14k | 38.98 |
| 2023-12-31 | $439k | 12k | 36.92 |
| 2023-09-30 | $509k | 18k | 28.61 |
| 2023-06-30 | $528k | 17k | 30.35 |
| 2023-03-31 | $661k | 19k | 34.10 |
| 2022-12-31 | $672k | 16k | 43.03 |
| 2022-09-30 | $751k | 17k | 43.55 |
| 2022-06-30 | $832k | 18k | 47.43 |
| 2022-03-31 | $966k | 17k | 56.69 |
| 2021-12-31 | $1.1M | 18k | 58.57 |
| 2021-09-30 | $1.1M | 18k | 58.65 |
| 2021-06-30 | $987k | 18k | 55.51 |
| 2021-03-31 | $1.0M | 18k | 58.30 |
| 2020-12-31 | $254k | 5.3k | 47.83 |
| 2020-06-30 | $200k | 5.3k | 37.53 |
| 2019-12-31 | $308k | 5.5k | 56.40 |
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