Truist Financial Corp equities shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 267k | 38.98 |
| 2023-12-31 | $9.3M | 253k | 36.92 |
| 2023-09-30 | $5.8M | 202k | 28.61 |
| 2023-06-30 | $4.3M | 142k | 30.35 |
| 2023-03-31 | $498k | 15k | 34.10 |
| 2022-12-31 | $640k | 15k | 43.03 |
| 2022-09-30 | $645k | 15k | 43.54 |
| 2022-06-30 | $810k | 17k | 47.41 |
| 2022-03-31 | $980k | 17k | 56.68 |
| 2021-12-31 | $1.4M | 23k | 58.53 |
| 2021-09-30 | $992k | 17k | 58.66 |
| 2021-06-30 | $868k | 16k | 55.48 |
| 2021-03-31 | $947k | 16k | 58.33 |
| 2020-12-31 | $797k | 17k | 47.90 |
| 2020-09-30 | $608k | 16k | 38.03 |
| 2020-06-30 | $600k | 16k | 37.53 |
| 2020-03-31 | $618k | 20k | 30.85 |
| 2019-12-31 | $1.1M | 20k | 56.30 |
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