A detailed history of Beverly Hills Private Wealth, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 8,714 shares of TFC stock, worth $402,586. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,714
Previous 9,673 9.91%
Holding current value
$402,586
Previous $377 Million 10.21%
% of portfolio
0.07%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$35.41 - $40.18 $33,958 - $38,532
-959 Reduced 9.91%
8,714 $339 Million
Q1 2024

May 08, 2024

BUY
$34.53 - $38.98 $116,711 - $131,752
3,380 Added 53.71%
9,673 $377 Million
Q4 2023

Jan 29, 2024

SELL
$27.03 - $37.64 $91,983 - $128,088
-3,403 Reduced 35.1%
6,293 $232 Million
Q3 2023

Nov 08, 2023

SELL
$27.97 - $35.59 $288,398 - $366,968
-10,311 Reduced 51.54%
9,696 $277 Million
Q2 2023

Aug 09, 2023

BUY
$26.21 - $34.79 $272,950 - $362,303
10,414 Added 108.56%
20,007 $642 Million
Q1 2023

May 03, 2023

BUY
$30.56 - $50.39 $57,300 - $94,481
1,875 Added 24.29%
9,593 $327 Million
Q4 2022

Feb 13, 2023

BUY
$40.42 - $47.26 $311,961 - $364,752
7,718 New
7,718 $332 Million

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 $61.3B
  • 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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