A detailed history of Altium Wealth Management LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Altium Wealth Management LLC holds 9,216 shares of TFC stock, worth $352,512. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,216
Previous 13,406 31.25%
Holding current value
$352,512
Previous $760,000 42.5%
% of portfolio
0.03%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

SELL
$45.68 - $55.36 $191,399 - $231,958
-4,190 Reduced 31.25%
9,216 $437,000
Q1 2022

May 16, 2022

SELL
$56.23 - $67.41 $105,262 - $126,191
-1,872 Reduced 12.25%
13,406 $760,000
Q4 2021

Jan 31, 2022

BUY
$55.67 - $65.14 $121,861 - $142,591
2,189 Added 16.72%
15,278 $895,000
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $131,754 - $151,878
2,525 Added 23.9%
13,089 $768,000
Q2 2021

Aug 13, 2021

BUY
$52.81 - $62.14 $29,309 - $34,487
555 Added 5.55%
10,564 $586,000
Q1 2021

May 06, 2021

BUY
$47.18 - $60.17 $28,591 - $36,463
606 Added 6.44%
10,009 $584,000
Q4 2020

Feb 04, 2021

BUY
$38.75 - $49.04 $53,126 - $67,233
1,371 Added 17.07%
9,403 $451,000
Q3 2020

Oct 26, 2020

SELL
$33.61 - $40.81 $16,031 - $19,466
-477 Reduced 5.61%
8,032 $306,000
Q2 2020

Jul 31, 2020

BUY
$27.21 - $46.37 $231,529 - $394,562
8,509 New
8,509 $320,000
Q1 2020

Apr 23, 2020

SELL
$25.69 - $56.67 $135,052 - $297,914
-5,257 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$50.81 - $56.72 $267,108 - $298,177
5,257 New
5,257 $296,000

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 $50.7B
  • 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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