Aprio Wealth Management, LLC Truist Financial Corp Transaction History

Aprio Wealth Management, LLC

$514 Million
Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,804 shares of TFC stock, worth $288,421. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,804

Previous 7,286 6.62%

Holding current value

$288,421

Previous $284,000 7.04%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$35.41 - $40.18 $17,067 - $19,366	-482 Reduced 6.62%	6,804 $264,000
Q1 2024 Apr 10, 2024	SELL	$34.53 - $38.98 $11,187 - $12,629	-324 Reduced 4.26%	7,286 $284,000
Q4 2023 Jan 17, 2024	SELL	$27.03 - $37.64 $34,382 - $47,878	-1,272 Reduced 14.32%	7,610 $280,000
Q3 2023 Oct 10, 2023	SELL	$27.97 - $35.59 $36,892 - $46,943	-1,319 Reduced 12.93%	8,882 $254,000
Q2 2023 Jul 13, 2023	SELL	$26.21 - $34.79 $30,246 - $40,147	-1,154 Reduced 10.16%	10,201 $309,000
Q1 2023 Apr 14, 2023	SELL	$30.56 - $50.39 $280,326 - $462,227	-9,173 Reduced 44.69%	11,355 $387,000
Q4 2022 Jan 11, 2023	SELL	$40.42 - $47.26 $32,174 - $37,618	-796 Reduced 3.73%	20,528 $0
Q3 2022 Oct 13, 2022	SELL	$20.41 - $50.47 $18,348 - $45,372	-899 Reduced 4.05%	21,324 $928,000
Q2 2022 Jul 26, 2022	BUY	$45.68 - $55.36 $8,222 - $9,964	180 Added 0.82%	22,223 $1.05 Million
Q1 2022 Apr 19, 2022	SELL	$56.23 - $67.41 $4,948 - $5,932	-88 Reduced 0.4%	22,043 $1.25 Million
Q4 2021 Jan 26, 2022	SELL	$55.67 - $65.14 $36,018 - $42,145	-647 Reduced 2.84%	22,131 $1.3 Million
Q3 2021 Oct 14, 2021	SELL	$52.18 - $60.15 $1,043 - $1,203	-20 Reduced 0.09%	22,778 $1.34 Million
Q2 2021 Jul 23, 2021	BUY	$52.81 - $62.14 $485,693 - $571,501	9,197 Added 67.62%	22,798 $1.27 Million
Q4 2020 Jan 11, 2021	SELL	$38.75 - $49.04 $35,030 - $44,332	-904 Reduced 6.23%	13,601 $652,000
Q3 2020 Oct 14, 2020	SELL	$33.61 - $40.81 $240,009 - $291,424	-7,141 Reduced 32.99%	14,505 $552,000
Q2 2020 Jul 20, 2020	SELL	$27.21 - $46.37 $30,692 - $52,305	-1,128 Reduced 4.95%	21,646 $813,000
Q1 2020 Apr 16, 2020	SELL	$25.69 - $56.67 $10,250 - $22,611	-399 Reduced 1.72%	22,774 $702,000
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $1.18 Million - $1.31 Million	23,173 New	23,173 $1.31 Million

Others Institutions Holding TFC

# of Institutions

1,570

Shares Held

970M

Call Options Held

9.11M

Put Options Held

4.53M

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 $56.2B
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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Truist Financial Corp Transaction History