Kiwi Wealth Investments Limited Partnership Truist Financial Corp Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$45.68 - $55.36 $6.43 Million - $7.79 Million	-140,731 Closed	0 $0
Q1 2022 May 17, 2022	SELL	$56.23 - $67.41 $255,958 - $306,850	-4,552 Reduced 3.13%	140,731 $7.98 Million
Q4 2021 Feb 15, 2022	BUY	$55.67 - $65.14 $8.09 Million - $9.46 Million	145,283 New	145,283 $8.51 Million
Q1 2021 May 18, 2021	SELL	$47.18 - $60.17 $4.95 Million - $6.31 Million	-104,943 Closed	0 $0
Q4 2020 Feb 17, 2021	BUY	$38.75 - $49.04 $4.07 Million - $5.15 Million	104,943 New	104,943 $5.03 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

Vanguard Group Inc Valley Forge, PA

119M
Shares

$5.17 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

99M
Shares

$4.29 Billion
0.09% of portfolio
Capital International Investors Los Angeles, CA

71.9M
Shares

$3.11 Billion
0.61% of portfolio
State Street Corp Boston, MA

61.9M
Shares

$2.68 Billion
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

51.6M
Shares

$2.24 Billion
0.18% of portfolio

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 $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

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