A detailed history of Aevitas Wealth Management, Inc. transactions in Truist Financial Corp stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 31,026 shares of TFC stock, worth $1.32 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
31,026
Previous 31,922 2.81%
Holding current value
$1.32 Million
Previous $1.39 Million 3.96%
% of portfolio
0.79%
Previous 1.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

SELL
$40.42 - $47.26 $36,216 - $42,344
-896 Reduced 2.81%
31,026 $0
Q3 2022

Oct 24, 2022

BUY
$20.41 - $50.47 $6,286 - $15,544
308 Added 0.97%
31,922 $1.39 Million
Q2 2022

Jul 22, 2022

BUY
$45.68 - $55.36 $53,308 - $64,605
1,167 Added 3.83%
31,614 $1.5 Million
Q1 2022

Apr 25, 2022

BUY
$56.23 - $67.41 $23,785 - $28,514
423 Added 1.41%
30,447 $1.73 Million
Q4 2021

Jan 19, 2022

BUY
$55.67 - $65.14 $579,858 - $678,498
10,416 Added 53.12%
30,024 $1.76 Million
Q3 2021

Nov 01, 2021

BUY
$52.18 - $60.15 $783,847 - $903,573
15,022 Added 327.56%
19,608 $1.15 Million
Q2 2021

Jul 22, 2021

BUY
$52.81 - $62.14 $739 - $869
14 Added 0.31%
4,586 $255,000
Q1 2021

Apr 29, 2021

BUY
$47.18 - $60.17 $613 - $782
13 Added 0.29%
4,572 $267,000
Q4 2020

Jan 19, 2021

BUY
$38.75 - $49.04 $176,661 - $223,573
4,559 New
4,559 $219,000
Q2 2020

Jul 29, 2020

SELL
$27.21 - $46.37 $202,034 - $344,297
-7,425 Closed
0 $0
Q1 2020

Apr 16, 2020

SELL
$25.69 - $56.67 $13,487 - $29,751
-525 Reduced 6.6%
7,425 $229,000
Q4 2019

Jan 31, 2020

BUY
$50.81 - $56.72 $403,939 - $450,924
7,950 New
7,950 $448,000

Others Institutions Holding TFC

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $56.4B
  • 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
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