Truist Financial Corp equities shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Truist Financial Corp equities
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All positions including Truist Financial Corp equities held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Truist Financial Corp equities by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $811k | 28k | 28.61 |
| 2023-06-30 | $2.6M | 87k | 30.35 |
| 2023-03-31 | $4.3M | 127k | 34.10 |
| 2022-06-30 | $5.4M | 113k | 47.43 |
| 2022-03-31 | $6.9M | 122k | 56.70 |
| 2021-12-31 | $7.2M | 123k | 58.55 |
| 2021-09-30 | $7.4M | 127k | 58.65 |
| 2021-06-30 | $7.2M | 129k | 55.50 |
| 2021-03-31 | $6.5M | 111k | 58.32 |
| 2020-12-31 | $4.4M | 91k | 47.93 |
| 2020-09-30 | $3.1M | 83k | 38.05 |
| 2020-06-30 | $769k | 21k | 37.53 |
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