A detailed history of Warren Averett Asset Management, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 71,648 shares of TFC stock, worth $3.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
71,648
Previous 50,969 40.57%
Holding current value
$3.15 Million
Previous $1.98 Million 54.65%
% of portfolio
0.06%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.22 - $44.94 $790,351 - $929,314
20,679 Added 40.57%
71,648 $3.06 Million
Q2 2024

Aug 14, 2024

SELL
$35.41 - $40.18 $257,253 - $291,907
-7,265 Reduced 12.48%
50,969 $1.98 Million
Q1 2024

May 15, 2024

BUY
$34.53 - $38.98 $38,397 - $43,345
1,112 Added 1.95%
58,234 $2.27 Million
Q4 2023

Feb 14, 2024

SELL
$27.03 - $37.64 $238,566 - $332,210
-8,826 Reduced 13.38%
57,122 $2.11 Million
Q3 2023

Nov 14, 2023

BUY
$27.97 - $35.59 $605,830 - $770,879
21,660 Added 48.91%
65,948 $1.89 Million
Q2 2023

Aug 14, 2023

BUY
$26.21 - $34.79 $123,789 - $164,313
4,723 Added 11.94%
44,288 $1.34 Million
Q1 2023

May 15, 2023

BUY
$30.56 - $50.39 $38,597 - $63,642
1,263 Added 3.3%
39,565 $1.35 Million
Q4 2022

Feb 14, 2023

BUY
$40.42 - $47.26 $988,673 - $1.16 Million
24,460 Added 176.71%
38,302 $1.65 Million
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $282,515 - $698,605
13,842 New
13,842 $603,000
Q2 2022

Aug 15, 2022

SELL
$45.68 - $55.36 $201,585 - $244,303
-4,413 Closed
0 $0
Q1 2022

May 17, 2022

BUY
$56.23 - $67.41 $562 - $674
10 Added 0.23%
4,413 $250,000
Q4 2021

Feb 15, 2022

BUY
$55.67 - $65.14 $3,785 - $4,429
68 Added 1.57%
4,403 $280,000
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $33,238 - $38,315
637 Added 17.23%
4,335 $275,000
Q2 2021

Aug 17, 2021

BUY
$52.81 - $62.14 $195,291 - $229,793
3,698 New
3,698 $212,000

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 $58.3B
  • 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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