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Truist Financial Corp equities shares owned by Hall Private Wealth Advisors

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

Historical chart of Hall Private Wealth Advisors investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Hall Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $364k 13k 28.61
2023-06-30 $489k 16k 30.35
2023-03-31 $570k 17k 34.10
2022-12-31 $345k 8.0k 43.03

More positions owned by Hall Private Wealth Advisors

Apple (AAPL)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Digital Realty Trust (DLR)
Vanguard World Fds Inf Tech Etf (VGT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Iron Mountain (IRM)
Kellogg Company (K)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Med Dvc Etf (IHI)
Ford Motor Company (F)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Verizon Communications (VZ)

View all positions for Hall Private Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities