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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
FERGFerguson Plc New
Recent Activity
Exited
0%
$194.878M
1.006M shares@ $193.65 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$18.708M
124,366 shares@ $150.43 avg price
FEMBFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$11.264M
414,581 shares@ $27.18 avg price
0906⤦Biomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$9.918M
10M shares@ $1.0 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$8.172M
340,775 shares@ $23.98 avg price
LBRDKLiberty Broadband Corp
Recent Activity
Exited
0%
$8.045M
146,758 shares@ $54.82 avg price
MTZMastec Inc
Recent Activity
Exited
0%
$7.731M
72,255 shares@ $106.99 avg price
FRFirst Indl Rlty Tr Inc
Recent Activity
Exited
0%
$7.408M
155,918 shares@ $47.51 avg price
RSPCInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$6.94M
233,844 shares@ $29.68 avg price
BBCBJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$6.12M
136,324 shares@ $44.9 avg price