Wealthspire Advisors, LLC Truist Financial Corp Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 26,096 shares of TFC stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,096

Previous 24,742 5.47%

Holding current value

$1.15 Million

Previous $961,000 16.02%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$38.22 - $44.94 $51,749 - $60,848	1,354 Added 5.47%	26,096 $1.12 Million
Q2 2024 Aug 08, 2024	SELL	$35.41 - $40.18 $53,327 - $60,511	-1,506 Reduced 5.74%	24,742 $961,000
Q1 2024 May 06, 2024	SELL	$34.53 - $38.98 $44,612 - $50,362	-1,292 Reduced 4.69%	26,248 $1.02 Million
Q4 2023 Feb 06, 2024	SELL	$27.03 - $37.64 $104,227 - $145,139	-3,856 Reduced 12.28%	27,540 $1.02 Million
Q3 2023 Nov 06, 2023	BUY	$27.97 - $35.59 $262,330 - $333,798	9,379 Added 42.6%	31,396 $898,000
Q2 2023 Jul 31, 2023	SELL	$26.21 - $34.79 $24,218 - $32,145	-924 Reduced 4.03%	22,017 $668,000
Q1 2023 May 09, 2023	SELL	$30.56 - $50.39 $43,150 - $71,150	-1,412 Reduced 5.8%	22,941 $782,000
Q4 2022 Feb 13, 2023	BUY	$40.42 - $47.26 $172,876 - $202,131	4,277 Added 21.3%	24,353 $1.05 Million
Q3 2022 Nov 14, 2022	SELL	$20.41 - $50.47 $56,617 - $140,003	-2,774 Reduced 12.14%	20,076 $874,000
Q2 2022 Aug 09, 2022	SELL	$45.68 - $55.36 $29,646 - $35,928	-649 Reduced 2.76%	22,850 $1.08 Million
Q1 2022 May 09, 2022	SELL	$56.23 - $67.41 $368,868 - $442,209	-6,560 Reduced 21.82%	23,499 $1.33 Million
Q4 2021 Feb 14, 2022	SELL	$55.67 - $65.14 $329,510 - $385,563	-5,919 Reduced 16.45%	30,059 $1.76 Million
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $967,208 - $1.11 Million	18,536 Added 106.27%	35,978 $2.11 Million
Q2 2021 Aug 13, 2021	SELL	$52.81 - $62.14 $1.07 Million - $1.26 Million	-20,240 Reduced 53.71%	17,442 $968,000
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $351,679 - $448,507	7,454 Added 24.66%	37,682 $2.2 Million
Q4 2020 Feb 16, 2021	BUY	$38.75 - $49.04 $786,973 - $995,953	20,309 Added 204.75%	30,228 $1.45 Million
Q3 2020 Nov 16, 2020	BUY	$33.61 - $40.81 $49,373 - $59,949	1,469 Added 17.38%	9,919 $377,000
Q2 2020 Aug 14, 2020	SELL	$27.21 - $46.37 $755,458 - $1.29 Million	-27,764 Reduced 76.67%	8,450 $317,000
Q1 2020 May 12, 2020	BUY	$25.69 - $56.67 $792,998 - $1.75 Million	30,868 Added 577.4%	36,214 $1.12 Million
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $271,630 - $303,225	5,346 New	5,346 $301,000

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $58.4B
Description
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...

More about TFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Truist Financial Corp Transaction History