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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -31.42%
0.57%
$360.196M
616,056 shares@ $584.69 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -29.6%
0.54%
$340.642M
1.48M shares@ $230.17 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.78%
0.53%
$337.995M
734,357 shares@ $460.27 avg price
IWRIshares Tr
Recent Activity
Decreased -1.7%
0.5%
$318.426M
3.613M shares@ $88.15 avg price
ORCLOracle Corp
Recent Activity
Decreased -14.04%
0.49%
$307.864M
1.807M shares@ $170.41 avg price
SHYIshares Tr
Recent Activity
Decreased -17.68%
0.46%
$291.586M
3.507M shares@ $83.15 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -16.26%
0.46%
$288.068M
1.778M shares@ $162.07 avg price
IEIIshares Tr
Recent Activity
Decreased -2.25%
0.45%
$282.343M
2.361M shares@ $119.61 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.26%
0.44%
$277.477M
312,996 shares@ $886.52 avg price
EFAIshares Tr
Recent Activity
Decreased -4.89%
0.43%
$270.811M
3.238M shares@ $83.63 avg price