Icon Wealth Partners, LLC Truist Financial Corp Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 28,329 shares of TFC stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

28,329

Previous 87,154 67.5%

Holding current value

$1.32 Million

Previous $2.65 Million 69.38%

% of portfolio

0.09%

Previous 0.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$27.97 - $35.59 $1.65 Million - $2.09 Million	-58,825 Reduced 67.5%	28,329 $810,000
Q2 2023 Aug 03, 2023	SELL	$26.21 - $34.79 $1.05 Million - $1.4 Million	-40,101 Reduced 31.51%	87,154 $2.65 Million
Q1 2023 May 11, 2023	BUY	$30.56 - $50.39 $426,556 - $703,343	13,958 Added 12.32%	127,255 $4.34 Million
Q2 2022 Jul 19, 2022	SELL	$45.68 - $55.36 $381,656 - $462,532	-8,355 Reduced 6.87%	113,297 $5.37 Million
Q1 2022 Apr 19, 2022	SELL	$56.23 - $67.41 $70,962 - $85,071	-1,262 Reduced 1.03%	121,652 $6.9 Million
Q4 2021 Jan 19, 2022	SELL	$55.67 - $65.14 $208,818 - $244,340	-3,751 Reduced 2.96%	122,914 $7.2 Million
Q3 2021 Nov 15, 2021	SELL	$52.18 - $60.15 $131,180 - $151,217	-2,514 Reduced 1.95%	126,665 $7.43 Million
Q2 2021 Jul 30, 2021	BUY	$52.81 - $62.14 $977,565 - $1.15 Million	18,511 Added 16.73%	129,179 $7.17 Million
Q1 2021 Apr 26, 2021	BUY	$47.18 - $60.17 $909,205 - $1.16 Million	19,271 Added 21.08%	110,668 $6.45 Million
Q4 2020 Feb 08, 2021	BUY	$38.75 - $49.04 $346,618 - $438,662	8,945 Added 10.85%	91,397 $4.38 Million
Q3 2020 Oct 22, 2020	BUY	$33.61 - $40.81 $2.08 Million - $2.53 Million	61,962 Added 302.4%	82,452 $3.14 Million
Q2 2020 Jul 14, 2020	BUY	$27.21 - $46.37 $557,532 - $950,121	20,490 New	20,490 $769,000

Others Institutions Holding TFC

# of Institutions

1,642

Shares Held

945M

Call Options Held

9.38M

Put Options Held

6.49M

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 $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...

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Icon Wealth Partners, LLC Truist Financial Corp Transaction History