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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
ENSEnersys
Recent Activity
Exited
0%
$6.103M
58,953 shares@ $103.53 avg price
SIGISelective Ins Group Inc
Recent Activity
Exited
0%
$6.019M
64,146 shares@ $93.83 avg price
SWXSouthwest Gas Hldgs Inc
Recent Activity
Exited
0%
$5.772M
82,011 shares@ $70.38 avg price
JTEKJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$5.285M
76,312 shares@ $69.25 avg price
0092⤦Air Trans Svcs Group Inc
Recent Activity
Exited
0%
$4.61M
4.704M shares@ $0.98 avg price
PLUSEplus Inc
Recent Activity
Exited
0%
$4.519M
61,329 shares@ $73.69 avg price
WBSWebster Finl Corp
Recent Activity
Exited
0%
$4.283M
98,257 shares@ $43.6 avg price
POWLPowell Inds Inc
Recent Activity
Exited
0%
$3.284M
22,899 shares@ $143.4 avg price
ONBOld Natl Bancorp Ind
Recent Activity
Exited
0%
$3.269M
190,141 shares@ $17.2 avg price
NOGNorthern Oil & Gas Inc
Recent Activity
Exited
0%
$2.904M
78,119 shares@ $37.17 avg price