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Truist Financial Corp equities shares owned by Global Wealth Management Investment Advisory

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

Historical chart of Global Wealth Management Investment Advisory investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 82k 43.38
2024-09-30 $3.3M 78k 42.77
2023-12-31 $37k 1.0k 36.92
2023-09-30 $29k 1.0k 28.61
2023-06-30 $24k 800 30.35
2022-06-30 $28k 600 46.67
2022-03-31 $34k 600 56.67
2021-12-31 $35k 600 58.33
2021-09-30 $35k 600 58.33
2021-06-30 $182k 3.3k 55.37
2021-03-31 $182k 3.1k 58.20
2020-12-31 $150k 3.1k 47.97
2020-09-30 $118k 3.1k 37.98
2020-06-30 $36k 948 37.97
2020-03-31 $28k 923 30.34
2019-12-31 $60k 1.1k 55.92