Arete Wealth Advisors, LLC Truist Financial Corp Transaction History

Arete Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$40.42 - $47.26 $69,764 - $81,570	-1,726 Reduced 11.83%	12,859 $553,000
Q3 2022 Nov 07, 2022	BUY	$20.41 - $50.47 $143,625 - $355,157	7,037 Added 93.23%	14,585 $635,000
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $22,109 - $26,794	484 Added 6.85%	7,548 $358,000
Q1 2022 May 06, 2022	BUY	$56.23 - $67.41 $49,313 - $59,118	877 Added 14.17%	7,064 $401,000
Q4 2021 Feb 07, 2022	BUY	$55.67 - $65.14 $89,461 - $104,679	1,607 Added 35.09%	6,187 $371,000
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $238,984 - $275,487	4,580 New	4,580 $269,000
Q3 2020 Nov 09, 2020	SELL	$33.61 - $40.81 $380,028 - $461,438	-11,307 Closed	0 $0
Q2 2020 Aug 11, 2020	SELL	$27.21 - $46.37 $2,584 - $4,405	-95 Reduced 0.83%	11,307 $425,000
Q1 2020 May 14, 2020	SELL	$25.69 - $56.67 $58,136 - $128,244	-2,263 Reduced 16.56%	11,402 $352,000
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $694,318 - $775,078	13,665 New	13,665 $770,000

1,642

945M

9.38M

6.49M

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $61.8B
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...

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

Stay updated on Arete Wealth Advisors, LLC with notifications on news.