Wetherby Asset Management Inc Truist Financial Corp Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Truist Financial Corp stock. As of the latest transaction made, Wetherby Asset Management Inc holds 21,888 shares of TFC stock, worth $941,402. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,888
Previous 22,397 2.27%
Holding current value
$941,402
Previous $957,000 0.84%
% of portfolio
0.05%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$41.51 - $48.1 $21,128 - $24,482
-509 Reduced 2.27%
21,888 $949,000
Q3 2024

Nov 14, 2024
SELL
$38.22 - $44.94 $14,447 - $16,987
-378 Reduced 1.66%
22,397 $957,000
Q2 2024

Aug 14, 2024
SELL
$35.41 - $40.18 $22,202 - $25,192
-627 Reduced 2.68%
22,775 $884,000
Q1 2024

May 15, 2024
SELL
$34.53 - $38.98 $19,509 - $22,023
-565 Reduced 2.36%
23,402 $912,000
Q4 2023

Feb 14, 2024
BUY
$27.03 - $37.64 $174,884 - $243,530
6,470 Added 36.98%
23,967 $884,000
Q3 2023

Nov 14, 2023
SELL
$27.97 - $35.59 $67,967 - $86,483
-2,430 Reduced 12.19%
17,497 $500,000
Q2 2023

Aug 14, 2023
SELL
$26.21 - $34.79 $65,656 - $87,148
-2,505 Reduced 11.17%
19,927 $604,000
Q1 2023

May 12, 2023
SELL
$30.56 - $50.39 $100,695 - $166,035
-3,295 Reduced 12.81%
22,432 $764,000
Q4 2022

Feb 14, 2023
BUY
$40.42 - $47.26 $23,362 - $27,316
578 Added 2.3%
25,727 $1.11 Million
Q3 2022

Nov 14, 2022
SELL
$20.41 - $50.47 $8,082 - $19,986
-396 Reduced 1.55%
25,149 $1.1 Million
Q2 2022

Aug 15, 2022
BUY
$45.68 - $55.36 $87,157 - $105,626
1,908 Added 8.07%
25,545 $1.21 Million
Q1 2022

May 16, 2022
BUY
$56.23 - $67.41 $6,972 - $8,358
124 Added 0.53%
23,637 $1.34 Million
Q4 2021

Feb 14, 2022
BUY
$55.67 - $65.14 $11,412 - $13,353
205 Added 0.88%
23,513 $1.38 Million
Q3 2021

Nov 15, 2021
BUY
$52.18 - $60.15 $43,622 - $50,285
836 Added 3.72%
23,308 $1.37 Million
Q2 2021

Aug 16, 2021
BUY
$52.81 - $62.14 $42,142 - $49,587
798 Added 3.68%
22,472 $1.25 Million
Q1 2021

May 14, 2021
SELL
$47.18 - $60.17 $2,689 - $3,429
-57 Reduced 0.26%
21,674 $1.26 Million
Q4 2020

Feb 11, 2021
SELL
$38.75 - $49.04 $11,198 - $14,172
-289 Reduced 1.31%
21,731 $1.04 Million
Q3 2020

Dec 16, 2020
SELL
$33.61 - $40.81 $1,176 - $1,428
-35 Reduced 0.16%
22,020 $838,000
Q3 2020

Nov 13, 2020
SELL
$33.61 - $40.81 $138,574 - $168,259
-4,123 Reduced 15.75%
22,055 $839,000
Q2 2020

Aug 14, 2020
SELL
$27.21 - $46.37 $114,717 - $195,495
-4,216 Reduced 13.87%
26,178 $983,000
Q1 2020

May 06, 2020
SELL
$25.69 - $56.67 $136,285 - $300,634
-5,305 Reduced 14.86%
30,394 $937,000
Q4 2019

Jan 28, 2020
BUY
$50.81 - $56.72 $1.81 Million - $2.02 Million
35,699 New
35,699 $2.01 Million

Others Institutions Holding TFC

# of Institutions
1,765
Shares Held
956M
Call Options Held
12.4M
Put Options Held
7.17M
View Full List

About TRUIST FINANCIAL CORP

TFC Quotes by TradingView
  • Ticker TFC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,326,770,048
  • Market Cap $57.1B
  • 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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