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Edward M. Kwiatkowski

@Truist Financial Corp

Latest period2024 - Q3ReportedManaged Assets$63.81BTotal holdings2483
Assets growth rate-2.95%Assets growth rate (2-Q avg)-1.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truist Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2483 positions.

Assets under management

The assets under management (AUM) of Truist Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 63.81B in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by Edward M. Kwiatkowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -10.61%
2.83%
$1.805B
4.194M shares@ $430.3 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.29%
1.82%
$1.161B
16.151M shares@ $71.87 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -12.51%
1.71%
$1.087B
2.06M shares@ $527.68 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -28.35%
1.46%
$929.684M
5.189M shares@ $179.17 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.68%
1.21%
$766.613M
4.114M shares@ $186.34 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -5.57%
0.95%
$604.799M
2.679M shares@ $225.76 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -4.97%
0.95%
$602.631M
3.604M shares@ $167.19 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.69%
0.95%
$602.611M
2.858M shares@ $210.86 avg price
IJRIshares Tr
Recent Activity
Decreased -0.24%
0.92%
$583.939M
4.993M shares@ $116.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.96%
0.85%
$538.526M
1.103M shares@ $488.08 avg price