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 $1.23 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,329
Previous 87,154 67.5%
Holding current value
$1.23 Million
Previous $2.65 Million 69.38%
% of portfolio
0.09%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TRUIST FINANCIAL CORP


  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $57.5B
  • 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

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.