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Truist Financial Corp equities shares owned by Aevitas Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Aevitas Wealth Management from 13F filings

Historical chart of Aevitas Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Aevitas Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Aevitas Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.3M 31k 43.03
2022-09-30 $1.4M 32k 43.54
2022-06-30 $1.5M 32k 47.42
2022-03-31 $1.7M 30k 56.69
2021-12-31 $1.8M 30k 58.55
2021-09-30 $1.1M 20k 58.65
2021-06-30 $255k 4.6k 55.60
2021-03-31 $267k 4.6k 58.40
2020-12-31 $219k 4.6k 48.04
2020-03-31 $229k 7.4k 30.84
2019-12-31 $448k 8.0k 56.35