Foster Victor Wealth Advisors, LLC Truist Financial Corp Transaction History

Foster Victor Wealth Advisors, LLC

$1.1 Billion
Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 62,028 shares of TFC stock, worth $2.37 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

62,028

Previous 59,534 4.19%

Holding current value

$2.37 Million

Previous $2.2 Million 10.01%

% of portfolio

0.22%

Previous 0.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$34.53 - $38.98 $86,117 - $97,216	2,494 Added 4.19%	62,028 $2.42 Million
Q4 2023 Jan 19, 2024	BUY	$27.03 - $37.64 $896,990 - $1.25 Million	33,185 Added 125.94%	59,534 $2.2 Million
Q3 2023 Oct 13, 2023	SELL	$27.97 - $35.59 $8.26 Million - $10.5 Million	-295,252 Reduced 91.81%	26,349 $753,000
Q2 2023 Jul 14, 2023	BUY	$26.21 - $34.79 $1.5 Million - $1.99 Million	57,170 Added 21.62%	321,601 $9.76 Million
Q1 2023 Apr 20, 2023	BUY	$30.56 - $50.39 $2.43 Million - $4.01 Million	79,582 Added 43.05%	264,431 $9.02 Million

Q4 2022 Jan 27, 2023	BUY	$40.42 - $47.26 $701,974 - $820,764	17,367 Added 10.37%	184,849 $0
Q3 2022 Oct 24, 2022	BUY	$20.41 - $50.47 $243,817 - $602,914	11,946 Added 7.68%	167,482 $7.52 Million
Q2 2022 Jul 19, 2022	BUY	$45.68 - $55.36 $1.47 Million - $1.78 Million	32,181 Added 26.09%	155,536 $7.41 Million
Q1 2022 Apr 14, 2022	BUY	$56.23 - $67.41 $842,156 - $1.01 Million	14,977 Added 13.82%	123,355 $6.75 Million
Q4 2021 Jan 19, 2022	BUY	$55.67 - $65.14 $819,518 - $958,925	14,721 Added 15.72%	108,378 $7.19 Million
Q3 2021 Oct 08, 2021	BUY	$52.18 - $60.15 $826,844 - $953,136	15,846 Added 20.36%	93,657 $5.49 Million
Q2 2021 Jul 29, 2021	BUY	$52.81 - $62.14 $449,571 - $528,997	8,513 Added 12.28%	77,811 $4.32 Million
Q1 2021 Apr 23, 2021	BUY	$47.18 - $60.17 $98,040 - $125,033	2,078 Added 3.09%	69,298 $4.09 Million
Q4 2020 Feb 08, 2021	SELL	$38.75 - $49.04 $651,038 - $823,921	-16,801 Reduced 20.0%	67,220 $3.22 Million
Q3 2020 Oct 26, 2020	BUY	$33.61 - $40.81 $147,279 - $178,829	4,382 Added 5.5%	84,021 $3.2 Million
Q2 2020 Aug 03, 2020	BUY	$27.21 - $46.37 $78,337 - $133,499	2,879 Added 3.75%	79,639 $2.99 Million
Q1 2020 Apr 29, 2020	BUY	$25.69 - $56.67 $949,733 - $2.1 Million	36,969 Added 92.91%	76,760 $2.61 Million
Q4 2019 Jan 13, 2020	BUY	$50.81 - $56.72 $2.02 Million - $2.26 Million	39,791 New	39,791 $2.21 Million

Others Institutions Holding TFC

# of Institutions

1,550

Shares Held

935M

Call Options Held

10.1M

Put Options Held

6.61M

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 $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...

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Foster Victor Wealth Advisors, LLC Truist Financial Corp Transaction History