A detailed history of Western Pacific Wealth Management, LP transactions in Truist Financial Corp stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 1,301 shares of TFC stock, worth $57,230. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,301
Holding current value
$57,230
% of portfolio
0.04%

Shares

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

Oct 31, 2024

BUY
$38.22 - $44.94 $49,724 - $58,466
1,301 New
1,301 $55,000
Q3 2023

Oct 26, 2023

SELL
$27.97 - $35.59 $11,971 - $15,232
-428 Reduced 13.1%
2,840 $81,000
Q2 2023

Aug 08, 2023

BUY
$26.21 - $34.79 $74,436 - $98,803
2,840 Added 663.55%
3,268 $99,000
Q1 2023

May 11, 2023

SELL
$30.56 - $50.39 $26,342 - $43,436
-862 Reduced 66.82%
428 $14,000
Q4 2022

Feb 03, 2023

BUY
$40.42 - $47.26 $18,795 - $21,975
465 Added 56.36%
1,290 $55,000
Q3 2022

Oct 27, 2022

BUY
$20.41 - $50.47 $16,838 - $41,637
825 New
825 $35,000

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 $58.4B
  • 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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