Loring Wolcott & Coolidge Fiduciary Advisors LLP Truist Financial Corp Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$27.97 - $35.59 $9,789 - $12,456	-350 Reduced 24.2%	1,096 $31,000
Q2 2023 Aug 01, 2023	BUY	$26.21 - $34.79 $9,173 - $12,176	350 Added 31.93%	1,446 $43,000
Q4 2022 Feb 14, 2023	SELL	$40.42 - $47.26 $606 - $708	-15 Reduced 1.35%	1,096 $54,000
Q2 2022 Jul 26, 2022	BUY	$45.68 - $55.36 $685 - $830	15 Added 1.37%	1,111 $53,000
Q3 2021 Nov 12, 2021	SELL	$52.18 - $60.15 $30,525 - $35,187	-585 Reduced 34.8%	1,096 $64,000
Q2 2021 Aug 13, 2021	BUY	$52.81 - $62.14 $88,773 - $104,457	1,681 New	1,681 $93,000
Q1 2021 Apr 14, 2021	SELL	$47.18 - $60.17 $127,621 - $162,759	-2,705 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$38.75 - $49.04 $23,831 - $30,159	-615 Reduced 18.52%	2,705 $130,000
Q1 2020 Apr 15, 2020	SELL	$25.69 - $56.67 $38,535 - $85,005	-1,500 Reduced 31.12%	3,320 $102,000
Q4 2019 Jan 22, 2020	BUY	$50.81 - $56.72 $244,904 - $273,390	4,820 New	4,820 $271,000

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

$5.19 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

99M
Shares

$4.31 Billion
0.09% of portfolio
Capital International Investors Los Angeles, CA

71.9M
Shares

$3.13 Billion
0.61% of portfolio
State Street Corp Boston, MA

61.9M
Shares

$2.69 Billion
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

51.6M
Shares

$2.25 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 $57.8B
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...

More about TFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account