A detailed history of Wealthcare Advisory Partners LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 252,855 shares of TFC stock, worth $11.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
252,855
Previous 241,665 4.63%
Holding current value
$11.8 Million
Previous $9.39 Million 15.14%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Nov 04, 2024

BUY
$38.22 - $44.94 $427,681 - $502,878
11,190 Added 4.63%
252,855 $10.8 Million
Q2 2024

Aug 09, 2024

BUY
$35.41 - $40.18 $799,451 - $907,143
22,577 Added 10.3%
241,665 $9.39 Million
Q1 2024

Apr 15, 2024

BUY
$34.53 - $38.98 $137,187 - $154,867
3,973 Added 1.85%
219,088 $8.54 Million
Q4 2023

Feb 06, 2024

BUY
$27.03 - $37.64 $1.45 Million - $2.02 Million
53,737 Added 33.3%
215,115 $7.94 Million
Q3 2023

Oct 12, 2023

BUY
$27.97 - $35.59 $78,511 - $99,901
2,807 Added 1.77%
161,378 $4.62 Million
Q2 2023

Jul 17, 2023

BUY
$26.21 - $34.79 $598,479 - $794,394
22,834 Added 16.82%
158,571 $4.81 Million
Q1 2023

May 04, 2023

BUY
$30.56 - $50.39 $1.97 Million - $3.25 Million
64,566 Added 90.72%
135,737 $4.63 Million
Q4 2022

Feb 13, 2023

BUY
$40.42 - $47.26 $1.54 Million - $1.8 Million
38,019 Added 114.68%
71,171 $3.06 Million
Q3 2022

Nov 14, 2022

BUY
$20.41 - $50.47 $150,911 - $373,175
7,394 Added 28.71%
33,152 $1.44 Million
Q2 2022

Aug 15, 2022

SELL
$45.68 - $55.36 $12,059 - $14,615
-264 Reduced 1.01%
25,758 $1.22 Million
Q1 2022

Apr 15, 2022

SELL
$56.23 - $67.41 $26,653 - $31,952
-474 Reduced 1.79%
26,022 $1.48 Million
Q4 2021

Feb 11, 2022

SELL
$55.67 - $65.14 $51,383 - $60,124
-923 Reduced 3.37%
26,496 $1.55 Million
Q3 2021

Nov 15, 2021

BUY
$52.18 - $60.15 $119,961 - $138,284
2,299 Added 9.15%
27,419 $1.61 Million
Q2 2021

Aug 16, 2021

SELL
$52.81 - $62.14 $131,338 - $154,542
-2,487 Reduced 9.01%
25,120 $1.39 Million
Q1 2021

Apr 30, 2021

SELL
$47.18 - $60.17 $34,299 - $43,743
-727 Reduced 2.57%
27,607 $1.61 Million
Q4 2020

Feb 12, 2021

SELL
$38.75 - $49.04 $133,106 - $168,452
-3,435 Reduced 10.81%
28,334 $1.36 Million
Q3 2020

Oct 29, 2020

BUY
$33.61 - $40.81 $339,931 - $412,752
10,114 Added 46.71%
31,769 $1.21 Million
Q2 2020

Jul 29, 2020

SELL
$27.21 - $46.37 $12,489 - $21,283
-459 Reduced 2.08%
21,655 $813,000
Q1 2020

Apr 29, 2020

BUY
$25.69 - $56.67 $1,721 - $3,796
67 Added 0.3%
22,114 $682,000
Q4 2019

Jan 29, 2020

BUY
$50.81 - $56.72 $1.12 Million - $1.25 Million
22,047 New
22,047 $1.24 Million

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 $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...
More about TFC
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