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Truist Financial Corp equities shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 5.7k 36.92
2022-12-31 $238k 5.2k 45.74
2022-09-30 $231k 5.3k 43.60
2022-06-30 $272k 5.7k 47.44
2022-03-31 $270k 4.8k 56.79
2021-09-30 $263k 4.5k 58.67
2021-06-30 $247k 4.5k 55.41
2021-03-31 $249k 4.3k 58.40
2020-12-31 $203k 4.2k 47.98
2019-12-31 $393k 7.0k 56.37

More positions owned by Strategic Wealth Designers

Proshares Tr S&p 500 Dv Arist (NOBL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Meta Platforms Cl A (META)
salesforce (CRM)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)

View all positions for Strategic Wealth Designers

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Dodge & Cox
Bank of America Corporation
Jpmorgan Chase & Co
Geode Capital Management
Amundi
Morgan Stanley
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Northern Trust
American Century Companies
Harris Associates L.P
Legal & General Group

View all funds holding Truist Financial Corp equities